Investment Operations Associate

Get AI-powered advice on this job and more exclusive features. Our client is a boutique advisory firm that provides financial advice and practice management support to independent Financial Advisors. They are seeking to add an Investment Operations Associate to their team. This Associate is the point person for multiple advisory teams. Responsibilities are primarily investment operations-related, however, the Investment Operations Associate also plays a key role in supporting Advisors service their clients, acting as a liaison between the Advisors and home office, and providing practice management support. Responsibilities

Opening accounts Handling wires, cash raises and distributions, rollovers, etc. Sending out and maintaining client agreements Liaising between the Advisor and the investment teams to process and service new and existing business Handling all custodial issues Following up on Docusigns sent to clients Gathering additional information from clients when necessary Responding to clients in a timely manner when processing new business or handling operational workflow Helping Advisors optimize workflows in the CRM Assist in preparation for Advisor\'s client review meetings Qualifications

2+ years of investment operations experience Proficiency in Wealthscape, Netx360, Pershing, Orion and/or Black Diamond Experienced with CRM (Wealthbox or Salesforce preferred) Seniority level

Associate Employment type

Full-time Job function

Finance

#J-18808-Ljbffr