Wealth Management Business Coordinator III

Job ID: 108682
Location: Tulsa, OK  [On-Site]
Salary: $30.00 - $34.00 hourly
Category: PMO/BA
Employment Type: Contract
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About GDH:
At GDH, we believe in the power of people and the importance of caring. Our culture statement, “We care about people,” isn't just a tagline – it's the core of everything we do. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.
 
Who We Are:
GDH, founded in 2001, has grown into a leader in providing staffing solutions across various industries. We specialize in IT across several sectors, connecting top talent with leading enterprises. As a Best of Staffing firm recognized for excellence in client, employee, talent, and women's services, we pride ourselves on our commitment to quality and service.
 
Benefits of Working for GDH:
  • Professional Development
  • Competitive pay
  • Full health insurance
  • 401k Plan
  • Holiday Pay
  • Gym Membership Reimbursement
  • Weekly Paycheck & Direct Deposit
  • & More!
 
Job Description: GDH is hiring a Wealth Management Business Coordinator III to work with our client.

Description of job duties:
-Assist the Wealth Management Fee Group with calculating, processing and monitoring of fees for client accounts.
-Assist with fee-set up for new accounts
-Assist with paying down invoices
-Assist with managing the fee inbox

Experience required:
-Prior knowledge of working with investment accounts is desired.
-Strong Excel skills with macro experience being a plus
-Strong data entry skills with a combination of speed and accuracy.

GDH provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran’s status or any other category protected by law. In addition to federal law requirements, GDH Consulting, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities and/or employees. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits and training. Applicants with disabilities that require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.

Please visit our notice of collection for California applicants.

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