Investment Operations Coordinator
Thrivent(13 days ago)
About this role
The Investment Operations Coordinator role at Legacy Wealth Advisors involves supporting the planning department, managing team members, overseeing processes, and assisting with financial and investment research. It requires a licensed individual with a focus on client service, administrative duties, and collaboration within the firm.
Required Skills
- Microsoft Word
- Excel
- PowerPoint
- Client Service
- Investment Research
- Financial Analysis
- Team Management
- Communication
- Administrative Support
- Securities Licensing
Qualifications
- Series 7 & 66 or 6 & 63 Licenses
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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