Operations Transitions Specialist

Dynasty Financial PartnersSaint Petersburg, FL
261d

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About The Position

The Operations Associate will play a key role in the administration of Dynasty's turnkey asset management program (TAMP). This position offers the opportunity to learn all aspects of Dynasty's business, particularly in onboarding RIA teams. The role reports to the VP of Operations and the Operations Transition Specialist, and involves responding to requests and emails related to client account onboarding and maintenance.

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