What are the responsibilities and job description for the Investment Associate position at rekroot?
We’re seeking an Investment Operations Specialist to support the Head of Wealth Management and Investments . This role is ideal for someone with investment experience who thrives in a fast-paced environment and values structure, efficiency, and collaboration.
Key Responsibilities
- Operational Support : Assist in managing daily investment operations, ensuring seamless processes and compliance.
- Product & Compliance : Become a subject matter expert on investment platforms and paperwork requirements, ensuring accuracy and efficiency.
- Advisor Support : Train and assist Registered Representatives with onboarding, transitions, and practice management.
- Relationship Management : Liaise with external vendors, wholesalers, and the broker-dealer to drive initiatives and support firm growth.
- Client Experience : Coordinate meetings, manage documentation, and enhance client interactions.
- Executive Support : Manage scheduling, communications, and meeting preparations for senior leadership.
What We’re Looking For
Why Apply?
