Senior Advisory Operations Analyst
GuideStone Financial Resources(3 months ago)
About this role
The role supports daily operations and compliance programs for GuideStone Advisors, an SEC‑registered investment adviser and broker‑dealer. It focuses on trade execution, client onboarding, reporting, billing, and ensuring regulatory compliance for faith‑focused investors.
Required Skills
- Trade Execution
- Portfolio Management
- Client Onboarding
- Client Reporting
- Billing
- Compliance
- Documentation
- Process Improvement
- Operational Reporting
- Analytical Skills
+2 more
Qualifications
- BS in Finance
- FINRA Registration
About GuideStone Financial Resources
guidestone.orgFinancial Services & Insurance Solutions Providing diversified benefits, investments and protection guided by Christian values
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