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Investment Sales & Operations Coordinator

JD Bank, Jennings, LA, United States


A financial institution seeks an administrative support professional to assist in managing accounts related to investment sales. This role includes processing transactions, organizing client files, and providing assistance to an investment executive. Candidates should possess strong organization, communication, and interpersonal skills, along with a high school diploma and five years of experience in a financial environment. Familiarity with MS products is preferred, as well as the ability to multitask and maintain client confidentiality. #J-18808-Ljbffr