Innovative Planning Group
- Financial Services
- Tax Preparation
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Jobs
Trading Specialist
Category: Accounting
The Trading Specialist will help support our Investment Department at IPG. The primary role of the Trading Specialist is to bring value to the team beyond the predetermined duties outlined below. The individual who fills this position must have creative problem-solving skills.
Responsibilities Own and maintain accurate model portfolio allocations within trading softwareEnsure excess cash
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Contact
Phone:(715) 386-5588
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Whom to Contact
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Josie Johnson
Client Service Associate
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