Investment Operations Associate

Job Description Job Description The position will play an integral role in supporting our financial advisors throughout the sales process and in building their businesses. Without this role, our sales advisors couldn't devote full efforts to their clients, therefore, we view this role as central to our success. This role will help create time efficiencies that allow our advisors to focus on additional revenue generating activities. Our Core Values: Committed to Excellence, Genuine, Attentive, Growth-Minded, Self-Aware. We are looking for candidates who align with these values and are dedicated to providing exceptional service, continuously learning, and growing both personally and professionally. You will be expected to bring warmth, attentiveness, and a genuine willingness to provide white-glove services to our clients. Your role is pivotal in ensuring our clients feel valued and supported throughout their journey with us. You are a prospective fit for this role if….. * You are ...