Senior Investment Operations Associate
Posted on :
24-02-2024
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Jobs by Experience
1-3years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
24-02-2024
Job Description
Toptier Registered Investment Advisory (RIA) with tremendous growth in the last 3 years is seeking an addition to its Operations team. The Senior Investment Operations Associate will work closely with the Chief Operations Officer in the daily running of the firm.
The ideal candidate will have
* 3 years of experience in RIA or Wealth Management
* familiar with the client administrative processes of major financial custodians service work and tasks associated with client needs.
* highly detailed
* professional appearance and personality
*comfortable communicating with High NetWorth Clients.
Requirements
* knowledge of securities business
* Excellent at Prioritizing Planning and Organizing
* Strong personal characteristics of initiative integrity and creativity
* Effective communication skills with high emotional intelligence
* Highly Detailed
* Task Oriented
* Strong Follow Up Skills
* Professional Appearance and Personality
* Works well in a Collaborative Team Environment
Benefits
* Team Oriented
* Mentoring
* competitive compensation
* standard benefits
* knowledge of securities business * Excellent at Prioritizing, Planning and Organizing * Strong personal characteristics of initiative, integrity, and creativity * Effective communication skills with high emotional intelligence * Highly Detailed * Task Oriented * Strong Follow Up Skills * Professional Appearance and Personality * Works well in a Collaborative Team Environment
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
