Job Title: Operations & Data Entry Specialist
Location: Avon, Ohio

About Our Client:
Our Client is a well-established wealth management firm in Avon, Ohio, dedicated to helping clients achieve their financial goals. They are seeking a highly organized and detail-oriented Operations & Data Entry Specialist to join the team. This is a critical behind-the-scenes role that ensures client accounts are set up accurately and efficiently.

What You’ll Do:

• Prepare and process new account paperwork

• Update and maintain beneficiary information

• Set up ACH transactions and electronic transfers

• Ensure all documentation is accurate and complete

• Follow up on missing information and outstanding items

• Support the operations team with administrative tasks as needed

What They're Looking For:

• Strong attention to detail and accuracy

• Excellent data entry skills

• Reliable follow-through on tasks and deadlines

• Prior experience in a relevant field (such as accounting, payroll processing, or other administrative roles)

• Comfortable working in a behind-the-scenes role with minimal client interaction

• No college degree required, but a high school diploma or equivalent is expected

What They Offer:

• A collaborative and supportive team environment

• Competitive pay and benefits

• Opportunities to learn and grow in the financial services industry