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Investment Services Operations Specialist
Fa Etbx Saasfaprod1 · Vienna, VA, United States
About The Role
Provides operational and administrative support functions for Navy Federal Financial Group’s brokerage, digital, and insurance services. Acts as a "Principal" for assigned new accounts for NFIS and reviews/approves new accounts and trades for securities, digital investor, and insurance businesses. Focuses on processing, documentation, and compliance support under the guidance of senior staff. Ensure accuracy in account setup, document handling, and regulatory adherence while developing foundational expertise in securities operations.
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