Operations Associate in Charlotte, North Carolina
Posted 12/12/22

THE TEAM YOU WILL BE JOINING:

  • A leading, privately owned and independently managed financial services firm with almost 30 years of experience in the industry
  • A company dedicated to maximizing value and building strong, trusting relationships
  • Current team of 9 driven professionals with a global vision
  • Fast-growing firm that has doubled business in the last 2 years

WHAT THEY OFFER YOU:

  • Upward mobility and opportunity for advancement
  • Chance to play an integral role in building relationships and developing business
  • Beautiful office space with a collaborative, team-centered and client focused atmosphere
  • Excellent benefits

WHY THIS ROLE IS IMPORTANT:

  • Maintain client relationships, process client requests including moving money, required minimum distributions from IRA's and check requests 
  • Onboard new clients and collect all required documentation
  • Take part in available training and education programs to stay current on policies and procedures 
  • Perform administrative duties in support of Financial Advisors as needed and support internal special projects 

THE BACKGROUND THAT FITS:

  • 5-7 years experience with a Registered Investment Advisor
  • Bachelor’s Degree required
  • Strong computer skills including knowledge of CRM software and Microsoft Office 
  • Able to work in a changing environment
  • Operate with strong attention to detail and organization
  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Corporate Support
  • Date Posted: 12/12/22
Apply Today!
Apply Today!

Apply Today!

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!