Job Details. Software Guidance & Assistance, Inc., (SGA), is searching for a. Investment Operations Specialist. for a. Contract. assignment with one of our premier Investment Management clients in. Wilmington, DE. This is a hybrid role - 4 days onsite per week. Currently seeking a contingent worker to become part of our Global Investment Operations team. The diverse function spans Trading & Market Documentation, Transaction Management, Collateral...
Investment Operations Specialist. Position Overview. We are seeking a bright and enthusiastic Investment Operations Specialist in our Richmond, VA office to assist our advisors and internal teams in supporting our clients. This position will work as part of our operations team & will interact with teammates, various custodian service teams and advisors. Responsibilities include but are not limited to. Preparing, processing and tracking new accoun...
INVESTMENT OPERATIONS SPECIALIST. (Entry Level). Hybrid in Pittsburgh, PA. PLEASE REVIEW THE FOLLOWING DETAILS CAREFULLY. Ø. YOU MUST RESIDE WITHIN COMMUTING DISTANCE OF THE WORK LOCATION (WE ARE NOT CONSIDERING CANDIDATES WILLING TO RELOCATE AT THIS POINT). Ø. WE DO NOT ACCEPT ANY THIRD PARTY CANDIDATES, NO C2C, C2H ETC. Immediate. Entry Level Investment & Finance Operations Specialist opening. with one of the largest Investment & Financial Serv...
We are seeking an Associate Wealth Management Advisor/Investment Operations Specialist in Omaha that will assist with the operational needs of our investment desk along with two other experienced individuals. This position is for a high-volume, growing team in Omaha with an award winning, top-tier firm under the Private Client Group umbrella. Attention to detail and the ability to multi-task is critical. Responsibilities include working with clie...
Investment Operations Specialist. at Northwestern Mutual, Charlotte. Are you a dynamic and knowledgeable professional looking for a fulfilling. career in financial planning. Northwestern Mutual in Charlotte invites. you to join our team as an Investment Operations Specialist. In this role. you'll play a crucial part in our office, collaborating with financial. representatives to provide comprehensive financial security to clients. through innovat...
The Gradient Financial Group is a leading financial services company that includes eleven unique entities doing business throughout the country. We’re seeking an energetic crew member for the Investment Operations Specialist with Gradient Investments. Gradient Investments is an independent, SEC registered investment advisor firm. It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradie...
We are seeking a hands-on, team player to join our Operations Department. This individual will serve as the primary point of contact for new clients to ensure an outstanding experience at every interaction with our firm. This would include regular phone, email, and/or text communication, preparing new account applications, and monitoring each account until funded. We’re looking for an individual who enjoys being a vital member of a great team and...
We are seeking a hands-on, team player to join our Operations Department. This individual will serve as the primary point of contact for new clients to ensure an outstanding experience at every interaction with our firm. This would include regular phone, email, and/or text communication, preparing new account applications, and monitoring each account until funded. We’re looking for an individual who enjoys being a vital member of a great team and...
About the Role. Our client is seeking a motivated and detail-oriented Investment Operations Specialist to join their team. This individual will play a vital role in supporting the operations of a fee-only financial services business. The ideal candidate will have experience in investment operations and a strong understanding of back-office processes, with an ability to work collaboratively to ensure the team operates smoothly and efficiently. Key...
INVESTMENT OPERATIONS SPECIALIST. COMPANY PROFILE. Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $85 billion in client assets, Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charita...
Description. Purpose. Provides portfolio accounting and related services to the company. Reconciles assigned portfolios, creates reports, and completes projects. Will aid in the training of new associates and provide some oversight of daily processes. Essential Duties/Responsibilities To Be Performed With Or Without Accommodation. Reconciles assigned portfolios, including portfolio positions, transactions, cash, and cost basis. Participates with ...
Description. Purpose. . Provides portfolio accounting and related services to the company. Reconciles assigned portfolios, creates reports, and completes projects. Will aid in the training of new associates and provide some oversight of daily processes. Essential Duties/Responsibilities to be performed with or without accommodation. Reconciles assigned portfolios, including portfolio positions, transactions, cash, and cost basis. Participates w...
