Investment Operations Specialist: Scale Systems

Martel Wealth Advisors, LLC; Vancouver (WA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) employer match

Paid time off

Paid holidays

Early Friday closure

Job summary

Martel Wealth Advisors, LLC, an independent fiduciary firm based in the Pacific Northwest, seeks an Investment Operations Associate to execute daily trading, rebalance client accounts, and build scalable processes. Reports to the Director of Portfolio Services and collaborates with advisory and client service teams.

Ideal candidates have 5–15 years in investment or financial operations, strong control of workflows, and excellent communication.

Qualifications

• Bachelor's degree in finance, accounting, economics, mathematics, or a quantitative field.
• 5–15 years of experience in investment operations, financial operations, accounting, or a related field.
• Detail-oriented and process-minded, with a track record of building or improving operational workflows.
• Strong written and verbal communication skills and the ability to manage multiple priorities with care and accuracy.
• Experience with Schwab Advisor Center, Orion, and Microsoft Office Suite preferred.

Responsibilities

• Execute and oversee daily trading and rebalancing across client accounts with precision and efficiency
• Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed
• Track, monitor, and reconcile high-dollar transactions and cash flows
• Maintain fund performance tracking and client reporting infrastructure
• Generate portfolio reviews and support the advisory team with client-facing materials
• Identify opportunities to improve, document, and scale investment operations workflows and processes
• Coordinate with advisors and client service staff to manage multi-client priorities with competing timelines

Skills

Detail-oriented

Communication skills

Process improvement

Team collaboration

Education

Bachelor's degree in finance, accounting, economics, mathematics, or a quantitative field

Tools

Schwab Advisor Center

Orion

Microsoft Office Suite

Job description

Martel Wealth Advisors, LLC, an independent fiduciary firm based in the Pacific Northwest, seeks an Investment Operations Associate to execute daily trading, rebalance client accounts, and build scalable processes. Reports to the Director of Portfolio Services and collaborates with advisory and client service teams.

Ideal candidates have 5–15 years in investment or financial operations, strong control of workflows, and excellent communication.