An award winning wealth management and financial planning firm based in Atlanta is looking to hire an Investment Operations Associate/Analyst.
This is an investment focused role inside of a comprehensive planning practice.
The core responsibilities will be (but not limited to):
·
Assist the CIO and wealth advisors with:
- investment onboarding
- portfolio trading
- asset movement
- ongoing compliance
- research projects
· Meeting preparation and post-meeting follow-up assistance for advisors and senior associates
· Handle operations in coordination with firm standards
Requirements-
· Bachelor’s degree
· Active series 7 and 66 or Series 6 and 63
· Candidates should have problem-solving abilities & research skills
· Demonstrate an interest in financial markets and macro-level economic trends
· Proficient in Microsoft Excel as well as other Microsoft Office applications
· Self-starter with the ability to work independently and be resourceful
· Strong organizational skills with the ability to manage time efficiently
· Desire to learn & easily adaptable
65-75k+ depending on experience.
3 days in office
