Job is Expired
Location: Arizona, Florida, Georgia, Texas
Compensation: To Be Discussed
Staff Reviewed: Sat, Nov 21, 2020
Job Summary
A financial services company is in need of a Remote Investment Operations Associate.
Candidates will be responsible for the following:
- Facilitate and oversee of the establishment and transfer of new client accounts
- Handle cash management functions including wire and ACH transfers
- Work with Investment Committee and Financial Advisors to ensure client portfolios are appropriately implemented
Qualifications Include:
- Experience with all areas of client operations aspect of investment advisory
- Excellent operational, organizational and follow-up skills
- Current knowledge of investment products and services
- Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements
- Exceptional verbal, written and listening communication skills
