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Investment Operations Associate
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$60,000 - $80,000 a year
Full-time
- High producing, massively growing firm is looking for a dynamic, experienced professional to join our team as an Investment Operations Associate.
- Detail-oriented and always connecting dots, they bring knowledge of operations and are energized by partnering with other areas of the practice as needed.
- Receiving and forwarding checks and related paperwork to investment operations area
- Running performance reports in Envestnet, Morningstar and proprietary software tools
- 3+ years of experience handling investment operations serving personal market clients
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