About this role
Dedicated Operations Specialist at Trustetc. Location: Westlake, Ohio, United States. Role: processing accounts, updating records, resolving issues Requirements: High school diploma required (associate in business/finance preferred); 1+ year retirement account or financial services experience and 1+ year customer service experience; familiarity with IRS guidelines preferred; proficient with Microsoft Office and multiple systems; strong accuracy and communication skills. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Commitment: Full Time Workplace: Hybrid Languages: English