Investment Operations Associate
Job Title: Investment Operations Associate Job #: 4290 Location: Albany, NY Category: Finance/Operations Position Type: Full-Time, Direct-Hire Description: Our client is currently seeking an Investment Operations Associate to join their team. This is a full-time, permanent position. Responsibilities Include: Assist and create investment proposals for advisors. Compose the necessary information and help guide clients in opening new investment accounts. Collaborate and assist clients and potential clients with fund investment accounts, existing brokerage accounts, and advisory investment accounts. Assist in maintaining proper compliance with all client accounts. Qualifications: Bachelor’s Degree in a related field required Life, Accident, and Health Insurance License for [...]