A wealth management and financial planning firm based in Atlanta is looking to hire an Investment Operations Associate.
The core responsibilities will be (but not limited to):
· Assist senior associates with
- investment onboarding
- portfolio trading
- asset movement
- ongoing compliance
· 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
