Investment Operations Associate

Investment Operations AssociateBoutique Wealth Management FirmWestport, CTOverviewEstablished 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.HighlightsProvide excellent investment operations workflow supportParticipate in a dynamic fast-paced team environmentStrong 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 needsLiaise with client CPAs and AttorneysCompetitive compensation package including benefits and bonusesRequirementsAssociate or Bachelor's Degree2+ years experience in Investment Operations within an RIA or Wealth Management firmTrack record of professionalism, adaptability, attention to detail, and time management, as well as excellent communication and interpersonal skillsTax document experience a plus

Created: 2025-01-11