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Investment Operations Associate

  • Full Time, onsite
  • Lead Advisor
  • Atlanta Metropolitan Area, United States of America
Salary undisclosed

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Lead Advisor, LLC is a wealth management consulting and search firm. Check out other roles at jobs.lead-advisor.com. This role is for one of our clients in Atlanta.

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