Investment Operations

Kestra Financial Independent Advisor(2 years ago)

Columbia, United StatesOnsiteFull TimeMedior$82,905 - $111,250 (estimated)Investment Operations

About this role

An Investment Operations Associate supporting a financial advisory firm's investment operations and client service functions. The role contributes to the firm's operational effectiveness by coordinating between advisors, clients, and back-office systems to support account administration and client communication.

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Required Skills

Client Relations
Account Opening
Trade Requests
Data Entry
Compliance Monitoring
Document Management
Microsoft Office
Communication
Scheduling
RMD Processing

+2 more

Qualifications

Bachelor's Degree in Finance or Accounting

About Kestra Financial Independent Advisor

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