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Investment Operations Associate
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- C2P Enterprises, a dynamic and growth-oriented SEC Registered Investment Advisor, is on the lookout for an Investment Operations Associate to join our team.
- In this pivotal role, you will support our Director of Investment Operations, playing a key role in streamlining our investment operations, enhancing our client-advisor interactions, and contributing to our strategic objectives.
- The Investment Operations Associate will be responsible for day-to-day tasks, including but not limited to, managing investment transactions, reconciling accounts, producing reports, and supporting the investment operations team.
- 2-4 years of experience in financial services or investment operations, preferably in an RIA or Broker/Dealer environment.
- Experience with Charles Schwab and Fidelity and/or other custodian based software.
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