Operations, Investments Specialist

iPlanGroup; Westlake (OH); Hybrid; USD 26,000 - 37,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

iPlanGroup in Westlake, OH is seeking an Operations, Investments Specialist. This entry-level role reviews investment documentation for accuracy, serves as the primary liaison with clients and advisors, and maintains timely updates throughout the process.

Strong organizational and communication skills are essential, with 3+ years in client service or transaction processing and familiarity with IRS retirement rules. Hybrid eligible after tenure; pay starts at 23.00/hour.

Qualifications

• Associate’s degree in Business, Finance, or related field; Bachelor’s degree preferred (Finance, Accounting, Business or related field).
• 3+ years of experience in an operationally focused or transaction-processing environment.
• Experience in real estate, investments, banking, or financial services highly desirable.
• 3+ years of client service experience, preferably with high-net-worth individuals.
• Proven ability to manage projects from initiation through completion.

Responsibilities

• Review and process new investment documentation to ensure completion and accuracy including promissory notes, real estate, precious metals, REITs, entities, etc. within an IRA.
• Serve as the primary liaison for clients, advisors, and asset sponsors, delivering exceptional service via phone and email.
• Maintain ongoing communication and status updates to all relevant parties throughout the investment cycle.
• Answer incoming calls and initiate outbound communication with clients, advisors, and third parties to gather or clarify information.
• Accurately execute investment requests while striving for a zero-error processing rate.
• Build and maintain positive relationships with high-net-worth clients and industry professionals.
• Collaborate with internal departments to enhance the client and investor experience.
• Demonstrate sound judgment in resolving issues or escalating when appropriate.
• Support teammates and contribute to a collaborative team environment.
• Perform other duties and special projects as assigned.

Skills

MS Office

CRM software

IRS retirement rules

45 WPM typing

10-key data entry

Education

Associate degree in Business

Bachelor's preferred

Tools

Microsoft Excel

Outlook

CRM software

Job description

Job Title: Operations, Investments Specialist
Level: Entry-Level
Location: Westlake, OH
Position Type: Full-Time

Schedule: Onsite (Hybrid eligible based on tenure and performance)
Education Level: Bachelor’s degree preferred (Finance, Accounting, Business or related field)

Job Overview

The Operations, Investments Specialist plays a critical role in reviewing and processing investment documentation to ensure compliance, accuracy, and efficiency. This position acts as a liaison and single point of contact for clients, advisors, and asset sponsors—providing high-touch service and timely communication throughout the investment process. Attention to detail, strong communication skills, and the ability to manage multiple priorities are essential to success in this role.

Key Responsibilities

• Review and process new investment documentation to ensure completion and accuracy including promissory notes, real estate, precious metals, REITs, entities, etc. within an IRA
• Serve as the primary liaison for clients, advisors, and asset sponsors, delivering exceptional service via phone and email
• Maintain ongoing communication and status updates to all relevant parties throughout the investment cycle
• Answer incoming calls and initiate outbound communication with clients, advisors, and third parties to gather or clarify information
• Accurately execute investment requests while striving for a zero-error processing rate
• Build and maintain positive relationships with high-net-worth clients and industry professionals
• Collaborate with internal departments to enhance the client and investor experience
• Demonstrate sound judgment in resolving issues or escalating when appropriate
• Support teammates and contribute to a collaborative team environment
• Perform other duties and special projects as assigned

Qualifications

Education & Experience

• Associate’s degree in Business, Finance, or related field; Bachelor’s degree preferred (Finance, Accounting, Business or related field)
• 3+ years of experience in an operationally focused or transaction-processing environment preferred
• Experience in real estate, investments, banking, or financial services highly desirable
• 3+ years of client service experience, preferably working with high-net-worth individuals
• Proven ability to manage projects from initiation through completion

Technical Skills

• Proficiency in Microsoft Office Suite (especially Outlook, Word, and Excel)
• Basic knowledge of Customer Relationship Management (CRM) software preferred
• Familiarity with IRS guidelines related to retirement accounts preferred
• Ability to type a minimum of 45 WPM preferred
• Basic 10-key data entry skills

Core Competencies

In addition to iPlanGroup’s core values and competencies—Trust and Respect, Transformational, not Transactional, Unleash Potential, Solution Focused, and All In—this role also requires:

• Communicates Effectively
• Customer Focus
• Plans and Aligns
• Think Strategically

Work Environment & Physical Demands

This position operates in a professional office setting and uses standard office equipment daily. The role requires regular communication, extended periods of sitting, and occasional movement including reaching, lifting, and bending.

Job Type: Full-time

Pay: From $23.00 per hour

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Ability to Commute

• Westlake, OH 44145 (Required)

Ability to Relocate

• Westlake, OH 44145: Relocate before starting work (Required)

Work Location: In person