Senior Financial Analyst performing analysis related to budgeting and strategic planning at Intermountain Health. Managing project data and ensuring sound financial operations with effective communication.
About the role
- Lead Investment Operations Specialist at Legacy Capital Group supporting financial advisors with client investments and operations. Focus on optimizing administrative processes for improved client relationships.
Responsibilities
- Provide business operations and administrative support to a team of four financial advisors and support staff.
- Open and track new investment accounts, prepare investment account paperwork for implementation, complete check deposit forms, manage client rollovers and track money transfers.
- Review and update client specific documentation during the client onboarding process and throughout the life of the client
- Serves as the team’s knowledge advocate and go-to for internal software system enhancements, new products and compliance changes/opportunities.
Requirements
- Bachelor’s degree in business, finance or related field preferred.
- 5+ years of industry experience in investment operations
- SIE, Series 6 and Series 63 registrations, or equivalent
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
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