Description
Geometric is hiring a full-time Operations Specialist to manage operational and administrative workflows for client relationships in its independent wealth management firm. The role owns client onboarding, maintains CRM and portfolio records, coordinates with custodians, handles account and contribution activities, supports workflow and technology improvements, and may help recruit, hire, train, and mentor other operations staff. The position is remote within the continental United States and offers an annual base salary of $62,000 to $72,000, along with medical, dental, vision, retirement, leave, and professional development benefits.
