Join our team as an Advisor Operations analyst, where you'll leverage your skills to support the Mutual of Omaha Advisor team by processing various requests related to securities transactions and compliance. This role involves reviewing, validating, and ensuring the timely and accurate processing of client documents account forms, and regulatory paperwork. The analyst will collaborate field advisors and with internal teams to resolve any discrepancies, maintain accurate records, and support smooth operations in a fast-paced environment.
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Insurance Carriers and Related Activities