Investment Operations Assistant Jobs
Investment Operations Assistant will provide operational support to Regional Vice President in Orange County for a large and busy independent Retirement and Estate Planning office. 1. Must have operational experience with brokerage paperwork including ACATS, distributions, new account forms and all aspects of processing brokerage and insurance paperwork. 2. Must have at least 3 years of experience...
Sturbridge Capital Investment Operations Assistant Job Description: Investments Operations Assistant for high growth private equity and equity asset management firm with over $100 million under management. Candidate will have wide ranging responsibilities for this entrepreneurial company located in Birmingham, Michigan. Responsibilities will include: · Applicant will report directly to the CEO and...
A privately held, independent and growing investment advisory firm is seeking a knowledgeable operations candidate responsible for back office duties. The ideal applicant should have prior mutual fund, variable annuity, brokerage or investment business experience and be self-motivated, positive, accurate, organized, great communicator, and a team player. Also, requires the ability to multi-task a...
New Jersey based Investment Firm is searching for Top Talent for a position on their Client Management Team located in their new offices in Somerset County. This position presents an opportunity to engage in the investment process from analysis of client needs and portfolio reviews through trade implementation and delivery. Will involve client communication. data gathering and analysis, account ma...
Prestigious investment firm is looking to hire a Receptionist/Office Assistant for an immediate opening in their Menlo Park office!! In this role, you will support general office operations and senior executives with business and personal matters, including scheduling meetings; answering phones; greeting clients; and maintaining general office space. The qualified Office Assistant must be a bright...
This firm offers a highly competitive salary of $70K to $80K, a generous bonus structure and great benefits! Rapidly Growing Investment Firm located in San Francisco has an immediate need for an Executive Assistant. This firm offers a vibrant corporate culture that is fast-paced, team-oriented and collaborative. In this role, you will partner with a high-profile, performance-driven executive and a...
International financial services firm (located in Queens) seeks experienced individual to assist financial advisor with portfolio management in growing private wealth and pension assets. A minimum of 3 years experience in the financial services and insurance sector and investment advisory. Series 7 and 63 is required. Extensive knowledge in Morningstar Advisor Workstation or LPL BranchNet. Respons...
Company Confidential Newport Beach, CA, 92660
COMPANY: Newport Beach Family Office Investment Management Firm SALARY: $60,000 to $70,000 plus health benefits JOB: Office & Property Manager / Financial Reporting & Analysis / Executive Assistant HOURS: 8:30 am to 5:00 pm Family Office looking for a candidate with strong Excel and Quick Books abilities alongside excellent digital organization and personal communication skills to oversee daily of...
Did you intern at financial planning firms and are looking to take the next step in your career? Do you enjoy handling your finances and working with numbers? Looking for a local position? Do you flourish in a fast-paced, multi-tasking office environment? Looking to learn more about portfolios, financial planning? Join our team! Orth and Associates - http://www.ameripriseadvisors.com/kimberlee.m.o...
Southeastern Asset Management, Inc. (SAM), an investment adviser founded in 1975, with $34 billion in assets under management has an immediate need for an Operations Assistant. SAM manages investments for clients through separately managed accounts, and as advisor to the four Longleaf Partners US Mutual Funds as well as two Irish-domiciled UCITS funds. SAM has experienced success for 38 years byco...
RENTPATH currently has a career opportunity for an experienced Executive Assistant to the Vice President of Marketing and Operations. RentPath, a leading digital media company, builds upon its success and long-standing heritage in the real estate industry to empower millions of people nationwide to find apartments, houses for rent and new homes for sale. Through its category-leading brands that in...
The Tax Credit Group of Marcus & Millichap (TCG) is seeking a qualified Operations Administrative Assistant. TCG is the pioneer and national market leader in providing real estate advisory and transaction brokerage services for properties financed using Section 42 Low Income Housing Tax Credits. Supporting the Chief Operating Officer, the ideal candidate for this position must be highly motivated,...
Overview Come and join Teva on its journey of growth. Teva has been cultivating excellence for over a century, and is today a worldwide leading generic pharmaceutical company and one of the top 15 companies in the industry. With 46,000 employees in 60 countries worldwide, we are proud to say that our employees are the reason for our sustained success. Their skills and dedication make us an industr...
Position Summary: The administrative assistant performs strong administrative support to the Operations Department in tracking, maintaining and reporting on production-related information. These administrative tasks include but are not limited to: data entry, reconciliation, tracking and summarization of raw products purchased, harvested, processed and shipped. This position also plays a key role...
Company Confidential Beverly Hills, CA, 90212
CLIENT SUPPORT – INVESTMENT MANAGEMENT FIRM – STARTING AT $60K + BENEFITS (BEVERLY HILLS) PLEASE ONLY APPLY IF YOU HAVE WORKED FOR AN INVESTMENT ADVISORY FIRM, WEALTH MANAGEMENT FIRM OR BANK SERVICING HIGH NET WORTH CLIENTS. IF YOU HAVE EXPERIENCE DOING THE FOLLOWING TASKS, WE ARE INTERESTED IN SPEAKING WITH YOU! IF NOT, PLEASE DO NOT APPLY. · Speaking directly with high net worth clients. · Proce...
Company Confidential Hendersonville, NC, 28792
Administrative Assistant – Investment Services About the job: This position will provide support to the investment representative in the areas of administration, business processing and client service. Candidate must be professional in appearance and manner, willing to accept direction, strong customer service and relationship building skills. The successful candidate must be results driven and th...
Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banki...
Company Description Boston Advisors is a boutique investment management firm, managing assets for institutional and high-net-worth investors. The firm offers a range of investment capabilities, including equity, fixed income, asset allocation, and socially responsible/faith-based asset management. About the Opportunity Excellent opportunity for a highly motivated and organized professional with ex...
Prominent LA-based Investment Firm is seeking a Team Administrative Assistant to support multiple departments within the company. This Administrative Assistant position requires a forward-thinking, proactive individual with a positive, “can do” attitude, excellent verbal and written communication skills and the ability to wear many hats within the office. The Administrative Assistant will streamli...
Description: Prudential Financial, Inc. (NYSE: PRU) has operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The companys well-known Rock symbol is an icon of strength, stability, expertise and innovation that...
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What are some of the jobs you can look for after you graduate from school if you studied finance?
I'm gonna be a college student next year, and i'm trying to choose my major, finance is in my list, can anyone tell the job related to finance? especially in stock marketing.
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Finance Career Tools
Investment Operations Assistant
$20,800.00 - $112,308.00
Typical Salary for Investment Operations Assistant
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Investment Operations Assistant
Supports investment operations by collecting, verifying, and recording information.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Attention to Detail
Prices portfolios by interfacing with the pricing source and downloading into the investment system.
Present oral and written reports on general economic trends, individual corporations, and entire industries.
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