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Investment Operations Associate
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$70,000 - $75,000 a year
Full-time
- Investment Operations Associate
- Independent Boutique Wealth Management Firm
- Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and client reporting.
- The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
- Provide excellent investment operations workflow support
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