Detail of : Investment Operations Associate Job Opening in Westport
To be considered for this remote role please complete this assessment: https://www.ondemandassessment.com/link/index/JB-99EWTK8LW?u=1003015We have a leading wealth managment team in Fairfield County that is looking for an investment operations professional to handle trading and client onboarding/service needs for the practice.The right candidate should have strong attention to detail, be proactive and be able to provide a great client experience. They will be a key team member to ensure the practice's investment unit is running efficiently.Responsibilites may include:Prepare and complete investment account opening paperwork Manage investment account opening status tracking
Follow up for signed account opening paperwork Drive account opening process Coordinate and execute 401(k) rollover calls with clients and plan administrators
Initial onboarding trading (with special attention to transition plan trading) Ongoing trading
Tax loss harvesting Opportunistic rebalancing Tactical tilts Elimination of current holding(s) and/or introduction of new holding(s) Etc.
Assist clients with investment account related questions Assist clients with transaction requests Managing client review schedule
Working with the Director of Investments on special projects
RequirementsThe role requires a candidate who:Has a Series 7 and 66 licenses, active Has investment industry experience Is highly detail oriented and procedural
The candidate should desire to be part of a positive culture in a high performing team.Experience working in NetX360 and Envestnet would be a plus.Job Type: Full-timePay: From $65,000.00 per yearBenefits:Health insurance Paid time off Professional development assistance Retirement plan
Schedule:Monday to Friday
Supplemental Pay:Bonus pay
Experience:investment: 4 years (Required)
License:Series 7 License (Required)
Work authorization:United States (Required)
Work Location:One location
Benefit Conditions:Waiting period may apply Only full-time employees eligible
Work Remotely:Yes, temporarily due to COVID-19
For further information, please refer official source from The Pontem Group Career Center on following link below. If you meet the requirement and are interested in building a future career with The Pontem Group, please register yourself at :
All applications are appreciated and will be treated confidentially.
Only candidates that meet the above qualification will be shortlisted.
If you are not interested in Investment Operations Associate Westport December 2020 The Pontem Group above, you can try to find your job by read related jobs from another company in Westport below.
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