Client Operations Associate at OakCrest Capital LLC
Oakbrook Terrace, IL 60181, USA -
Full Time


Start Date

Immediate

Expiry Date

17 Nov, 25

Salary

27.0

Posted On

18 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Services

Industry

Financial Services

Description

OakCrest Capital is a growing financial and accounting services firm in Oakbrook Terrace, IL whose team provides comprehensive wealth management and tax solutions to help clients (individuals and business owners achieve their financial goals through financial, tax, and estate planning. We are currently seeking a part time (ability to turn into full time), detail-oriented and proactive Operations & Client Service Associate to join our growing firm. This role will provide vital support across three key areas of our business: operations, tax practice coordination, and marketing.
Find out more about us at our website: www.oakcrestllc.com

Responsibilities

Please refer the Job description for details

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