Investment Operations Associate — Grow with Certification Support

Point Wealth Management; Melville (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Performance-based bonus

401(k) with company match

Comprehensive health, dental, and vision insurance

Professional development opportunities

Work-life balance

Job summary

Point Wealth Management is looking for a detail-oriented Investment Operations Associate in Melville, NY to support client accounts and enhance operational efficiency. Ideal candidates have a Bachelor's degree in Finance and at least 1 year of experience in investment operations. In this dynamic role, you will manage new accounts, facilitate money movements, reconcile accounts, and support client needs. The position also offers opportunities for professional development and performance-based bonuses.

Qualifications

• 1+ years of investment operations and analysis experience.
• Strong analytical and problem-solving skills.
• Willingness to obtain NY Life and Health Insurance License within 3 months.

Responsibilities

• Process new accounts and client requests accurately.
• Facilitate various money movements including ACATs and Wires.
• Review and reconcile client accounts daily.
• Support client meetings providing expertise.
• Respond to client inquiries regarding accounts and policies.

Skills

Investment operations experience

Analytical skills

Communication skills

Detail-oriented

Proficiency in Microsoft Office Suite

Education

Bachelor's degree in Finance or related field

Job description

Point Wealth Management is looking for a detail-oriented Investment Operations Associate in Melville, NY to support client accounts and enhance operational efficiency. Ideal candidates have a Bachelor's degree in Finance and at least 1 year of experience in investment operations. In this dynamic role, you will manage new accounts, facilitate money movements, reconcile accounts, and support client needs. The position also offers opportunities for professional development and performance-based bonuses.