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Investment Operations (3 Years Exp. Required)
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$60,000 - $70,000 a year
Full-time
- The Investment Operations Associate position is located in Saratoga Springs, NY and the position is responsible for aiding private wealth advisors in client service operations, including onboarding, and maintaining client accounts, trading, reporting, and portfolio administration, for a FINRregistered broker dealer and an SEC registered investment advisor that provides asset management services to financial advisors and their clients.
- this position acts as an intermediary between the clients’ private wealth advisor (acting on their behalf and providing concierge servicing ).
- This position will report directly to the VP, Operations.
- Assist lead trader with billing and trading.
- Provide administrative support to the CEO, COO/CCO on an as-needed basis.
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