Manage trade submissions, confirmations, and documentation. Assist in maintaining data presented across the Investment Technology platform to provide clients and internal users with a current and accurate financial picture. Essential Functions. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Perform timely and accurate execution of trades as submitted by financial advisors and cl...
General Responsibilities. The responsibilities of the Network Office Investment Operations Associate are to assist the NMIS operations manager in onboarding and supporting representatives that are selling investments. Provide office, data entry and service administrative support for the office operations by following acceptable procedures. Specific responsibilities include but will not be limited to. Office Administration. Open and distribute mai...
THE COMPANY. For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures. As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main S...
Summary. We are looking for a high performing individual who thrives in a team environment. This role is a critical contributor to the success of the organization, driving valuable information and insights. Our ideal candidate is service-focused and will be responsible for our client’s portfolio management activities. primarily trading and rebalancing, as well as investment performance review and asset allocation review. The Associate will serve ...
Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We a...
As a Barron’s Top 100 RIA firm and voted. Best Places to Work. by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a polished, high calibre. Investment Operations Associate. to join our award-winning team. Our ideal candidate is detail-oriented, able to multi-task, and ideally has a few years of experience with billing and portfolio reporting for an investment management firm. If you can ...
Opportunity Description. Join our team at Duggan Wealth Management, a leading wealth management firm dedicated to empowering our clients to Live Their Mission through purposeful financial planning. We are seeking a dedicated full-time Investment Operations Associate to add to our growing team. In this role, you will collaborate with our Wealth Management Advisors and team members to deliver exceptional financial planning and investment management...
Investment Operations Associate. Independent Boutique Wealth Management Firm. The Woodlands, TX. Overview. Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and client reporting. The Firm provides sophisticated financial advisory ...
Investment Operations Associate. Our mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process. Our values are Integrity, Trust, Positivity, Generosity, Self-Awareness, Responsibility, and Playfulness. Overall Function. The Investment Operations Associate is a full-time position responsible for providing all aspects of investment sales support. Our ideal cand...
