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Financial Operations Specialist
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- A boutique financial planning firm with an office in Troy, MI, seeks a service-minded individual to serve as a full-time Operations Associate in our Troy office.
- Time management (setting priorities and meeting deadlines in a fast-paced environment)
- Contributes a friendly, positive energy in a small, professional team environment
- Follow workflow processes and complete actions through CRM
- Process client service requests including monetary movements and other transactions
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