Operations Support

Compunnel Inc.; Columbus (OH); On-site; USD 28,929 - 30,307; Part time

Job summary

A financial services company in Columbus, Ohio, is looking for an Operations Support Specialist to aid clients during the inheritance process. This entry-level position ensures empathetic handling of sensitive client needs and involves processing requests and maintaining compliance with regulations. Ideal candidates will possess strong organizational and communication skills. This role also offers a pay range of $21.00/hr to $22.00/hr.

Qualifications

• Strong communication and client servicing skills.
• Ability to maintain accurate documentation and case tracking.
• Experience with financial systems in wealth management is a plus.

Responsibilities

• Support clients with inheritance-related inquiries and requests.
• Communicate with clients via phone and email with professionalism and empathy.
• Process account documentation and inheritance paperwork.
• Ensure compliance with regulatory policies (SEC/FINRA).
• Collaborate with advisors and internal departments for case resolution.

Skills

Knowledge of estate, trusts, or retirement accounts

Strong organizational skills

Strong communication skills

Familiarity with compliance/regulations

Job description

Overview

We are seeking an Operations Support Specialist to join a financial services team focused on Estate & Inheritor Services. This position provides dedicated support for clients during the inheritance process by handling asset transitions, processing requests, and ensuring compliance with regulations. The role requires strong communication, client servicing, and organizational skills to ensure accurate and empathetic handling of sensitive client needs.

Base pay range

$21.00/hr - $22.00/hr

Responsibilities

• Support clients with inheritance-related inquiries and requests.
• Communicate with clients via phone and email with professionalism and empathy.
• Process account documentation and inheritance paperwork.
• Ensure compliance with regulatory policies (SEC/FINRA).
• Collaborate with advisors and internal departments for case resolution.
• Maintain accurate documentation and case tracking.

Required Skills

• Knowledge of estate, trusts, or retirement accounts.
• Strong organizational and communication skills.
• Familiarity with compliance/regulations.

Preferred Skills

• Series 7 & 66 (or 63 & 65) licenses.
• Experience with financial systems in wealth management.

Seniority level

Entry level

Employment type

Contract

Job function

Accounting/Auditing and Administrative

Industries

Investment Banking

Note: This description reflects the responsibilities and qualifications of the role and does not include extraneous job-portal boilerplate or unrelated postings.