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Job description
Occident Wealth Management in Richmond, VA seeks an Investment & Insurance Operations Associate to support day-to-day execution across investment and insurance operations. You will manage new business, handle paperwork, and ensure accurate processing of client transactions.
With opportunities to coordinate with carriers, custodians, and internal teams, you’ll help maintain CRM records, identify bottlenecks, and support advisors with materials and readiness.
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Worksite address
richmond, VA, 23214, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.