Morton Wealth

Morton Wealth

Client Operations Administrator

Calabasas, CA

Sponsorship not specifiedDetected 22 days ago
CommunicationOrganizational Skills

About the role

  • Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Operations Administrator (COA) position.
  • While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration.
  • If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time.

Skills

  • Ethical - Fully completes task at hand and does not cut corners.
  • Aware of time and costs associated with client servicing - strives for efficiency.
  • Daily responsibilities include:
  • Management of client accounts and households through internal reporting system.

Benefits

  • Competitive compensation package Retirement and health benefits Transparent career tracks and opportunities for advancement within the organization

This listing is sourced directly from Morton Wealth's careers page and normalized into a canonical job model.