On-Site Investment Ops Associate — Charleston (401k/PTO)

Advisors Excel, LLC; Charleston (SC); Presencial; USD 52.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Vision

401(k) match

PTO

Descripción de la vacante

Curran Financial Partners in Charleston, SC seeks an Investment Operations Associate to support day-to-day trading and operations in a wealth management setting. The role emphasizes accuracy, compliance, and collaboration with advisors and custodians.

The candidate should have a Bachelor’s degree, 1+ year of relevant experience, and familiarity with trading, portfolio operations, and Microsoft Office. Series 65 is preferred; strong attention to detail is essential.

Formación

• Bachelor's degree preferred.
• At least 1 year of relevant professional experience.
• Experience in trading, portfolio operations, wealth management, or financial services preferred.
• Active Series 65 license preferred; inactive Series 7/66 considered.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• Sound judgement and confidentiality.
• Experience with Microsoft Office Suite and ability to learn new software quickly.

Responsabilidades

• Execute and monitor trades in line with client strategies and procedures.
• Support portfolio rebalancing and maintain target allocations.
• Process and monitor account cash flows (contributions, withdrawals, transfers).
• Coordinate with advisors, custodians, and internal team to resolve issues.
• Maintain accurate account records and documentation.
• Follow compliance requirements and internal controls.
• Assist with ongoing portfolio maintenance activities.
• Maintain professional communication with advisors, custodians, and team members.

Conocimientos

Attention to detail

Organizational skills

Written and verbal communication

Multi-tasking

Educación

Bachelor's degree

Herramientas

Microsoft Office

Descripción del empleo

Curran Financial Partners in Charleston, SC seeks an Investment Operations Associate to support day-to-day trading and operations in a wealth management setting. The role emphasizes accuracy, compliance, and collaboration with advisors and custodians.

The candidate should have a Bachelor’s degree, 1+ year of relevant experience, and familiarity with trading, portfolio operations, and Microsoft Office. Series 65 is preferred; strong attention to detail is essential.