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The Position

Do you want to be part of a premier wealth management firm?

Investment Operations Specialist

We are looking for an investment operations specialist who enjoys working on a team and wants to contribute to our collegial atmosphere. While our business is serious – we are looking for people who don’t take themselves too seriously and believe that laughter is still the best medicine.

The person in this position will report to the Director of Investment Operations and will collaborate with other members of the Investment Operations Team, as well as with financial advisors and client service team members. Responsibilities will include (but not be limited to) database maintenance and quality control, new client and account onboarding and setup, and portfolio management and trading.

This position requires excellent ability with numbers, strong attention to detail, advanced time management skills, and a passion for lifelong learning. The ideal candidate exhibits an interest in the world of investing, enjoys creating solutions to challenging and complex problems, thoughtfully communicates, and is very comfortable with learning new and changing technology.

A bachelor’s degree and at least two years of direct investment or financial industry experience is required.

Salary commensurate with experience.

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