About this role
OPERATIONS ASSOCIATE at OneAscent Holdings LLC. Location: Birmingham, Alabama, United States. Role: executing operations, managing accounts, preparing meetings Requirements: Associate's or Bachelor's in business or related field, 4+ years operations/client services in wealth management, proficiency with portfolio management, CRM, Microsoft Office; strong organization and attention to detail. Category: Business Operations Seniority: Mid Level Tools: CRM, portfolio management, Schwab, Fidelity, Financial planning software, Microsoft Office Commitment: Full Time Workplace: Onsite Languages: English