Investment Operations Assistant Jobs
Our wealth management firm needs a detailed oriented individual to work as a Investment Operations Assistant and Client Services Associate. Position will report directly to the Senior Portfolio Strategist and will support the investment operations by collecting, verifying and recording information. . Duties will include: Assist with client services requests Research/fulfill client issues, question...
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...
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 brigh...
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...
Department Description JPMorgan Chase Audit Department provides independent and objective assessments designed to evaluate the firm’s internal control structure, evaluate the organization’s compliance with laws and regulations and identify opportunities for process and control improvements. The Audit Department helps the firm accomplish its objectives by bringing a systematic, disciplined approach...
Job is located in Auburn, IN. Operations Associate Specialty: Account Transfers Description - The Operations Associate assists the Operations Manager in the critical role in the back-office. It includes day to day back office details for the Wealth Partners and regular communications to the client. The Operations Associate helps ensure that all clients have a wonderful operational experience. Resp...
Job Summary: The Investment Coordinator will be responsible for the day-to-day operations of a financial services firm by providing investment-related back office support for our financial advisors and clients. · Prepare and process new account paperwork · Provide daily tracking of new accounts, asset transfers, manager changes, fund allocations, account distributions, etc. · Provide daily client...
Must have “personality plus”, professional appearance, be responsible, energetic, have ability to adapt, desire to learn, and have attention to detail. Successful prior similar experience a plus. Previous experience in the investment management or investment advisory industry would be a big plus. This person should be very organized, and be able to take immediate ownership of his/her work. A proac...
Operations Coordinator/ Executive Assistant (Cambridge) This is an excellent opportunity to join our small financial planning practice located in Cambridge. The position we have open right now is for a candidate who likes to be busy and challenged in their position. The ideal candidate will be experienced in handling a wide range of administrative and executive support related tasks and will be ab...
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...
A well-established and expanding investment advisory firm seeking an Operations Associate to fill a central role in providing operations, general office, and client support. The Operations Associate prepares client account paperwork and monitors and tracks the new account opening process. This position answers client phone calls, assisting clients with operational and administrative requests and r...
About RioCan RioCan is Canada's largest real estate investment trust with a total capitalization of approximately $13.8 billion as at December 31, 2013. It owns and manages Canada's largest portfolio of shopping centres with ownership interests in a portfolio of 340 retail properties containing approximately 82 million square feet, including 47 grocery anchored and new format retail centres contai...
Position Description The primary responsibility is to lead a number of claims business functions (core processes) in the Shared Service Center by being directly responsible for managing a large group of managers and/or more complex/larger work functions. Leads management team to ensure use of operations best practices & customer service skills to attain proper service delivery & appropriate issue...
Description: Supports regionally aligned market facing team, comprised of Vice President and Directors for Prudential Retirements Key Account clients. The successful candidate will be required to support the competing demands of the teams book of business in a fair and balanced manner. Key responsibilities will include: supporting the annual evaluation and development of client book of business st...
CUSHMAN & WAKEFIELD SUMMIT Cushman & Wakefield Summit, a top-tier commercial real estate firm headquartered in Indianapolis, specializes in Office, Industrial, Healthcare, Investment, Land, Retail, Corporate Solutions, and Property Management. Summit offers comprehensive client services via a team of specialized commercial real estate brokers and additional in-house staff including Market Research...
Our client is the Founder of one of the most prestigious investment firms in the country with headquarters on the Westside. We are looking for an Personal/ Executive Assistant to partner with this fast-moving and highly successful investment leader. The person who fills this Personal/ Executive Assistant position will impact business operations by facilitating high profile communications, fulfilli...
A Cutting Edge Recruiting Solutions client that has been in the Financial Services business for over 10 years is seeking a Financial Services Assistant. The Financial Services Assistant, with direct supervision from the Senior Financial Services Coordinator, has the responsibility to assist with the daily administrative operations of the financial planning practice, including but not limited to cl...
Description: Prudential Real Estate Investors (PREI) is the real estate investment management business of Prudential Financial. PREI is comprised of fund management centers in the US located in Madison, New Jersey, Atlanta, Chicago, New York and San Francisco. PREI has multiple global offices including: Munich, London, Singapore, Mexico City, Sao Paulo, Tokyo, and Hong Kong. PREI's specialized ope...
Registered Representative / Insurance Assistant The Bellum Group, LLC is seeking an Operations Professional / Registered Representative / Insurance Assistant for one of our repeat clients in Knoxville, TN. Our client has an excellent reputation and is well established in the area. The client is an independent broker/dealer and Registered Investment Advisory Firm. Responsibilities: • Assist the com...
Position Description Assistant General Counsel Picture yourself building a successful career at AIG working alongside other talented, highly motivated individuals committed to reaching our goal of becoming our industry’s employer of choice. We believe that our success depends on a world class team. If you would like to be part of this exciting organization, we invite you to consider putting your t...
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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
Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer.
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