Investment Operations Associate

Boutique Wealth Management Firm

Westport, CT

Overview

Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations and Advisor Support 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.

Highlights

• Provide excellent investment operations workflow support
• Participate in a dynamic fast-paced team environment
• Strong culture of teamwork, integrity, work life balance and professional development in an established and growing firm
• Coordinate with Advisory and Client Service teams to implement process and Advisor administrative needs
• Liaise with client CPAs and Attorneys
• Competitive compensation package including benefits and bonuses

Requirements

• Associate or Bachelor's Degree
• 2+ years experience in Investment Operations within an RIA or Wealth Management firm
• Track record of professionalism, adaptability, attention to detail, and time management, as well as excellent communication and interpersonal skills
• Tax document experience a plus