As a Registered Investment Operations Associate you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients. This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and capacity to the overall business operation.

Responsibilities

• Preparing paperwork for opening & maintaining accounts
• Determining and executing client service needs
• Executing trades
• Maintain client files and tracking all service requests for record keeping purposes

Qualifications

• 2 years minimum of client service experience in the financial services industry
• Series 7 & 65 preferred
• Strong computer skills, Microsoft Word, Excel & Outlook
• Excellent written & verbal communication skills
• Exceptional interpersonal, organizational, client service skills
• Ability to prioritize tasks and meet deadlines
• Strong knowledge of industry, product and procedures
• Diligent follow up skills a must

About This Company:

Strategic Financial Associates LLC, (SFA) is an established, successful wealth management firm located in Bethesda, Maryland. We work with individuals, business owners, and organizations, creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes. Our team values integrity, commitment to our client experience, and lifetime learning. We offer a great working environment, competitive compensation and excellent benefits.

Job Type: Full-time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Work setting:

• In-person
• Office

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 2 years (Required)

Language:

• English (Required)

Ability to Relocate:

• Bethesda, MD 20817: Relocate before starting work (Required)

Work Location: In person