Strategically lead financial planning and management control at the company, optimizing resources for informed decision - making.
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Accountant supporting the Finance team at Ipsos, managing IFRS reporting and liaising with auditors. Join a collaborative central Finance team at a global research firm.
Senior Financial Analyst supporting key finance activities, forecasting, and analysis for a major snack manufacturer. Collaborating with teams to enhance decision - making and operational performance.
Trainee im Bereich Controlling/Finanzen, persönliches Mentoring und individuelle Weiterbildungsmöglichkeiten. Arbeiten in abwechslungsreichen Einsätzen in Magdeburg mit der Perspektive auf langfristige Übernahme.
Intern in the Accounting & Finance department of Securitas Technology. Contributing to high impact business initiatives through a paid summer internship.
Investment Analyst in Structured Credit participating in private credit investment cycles at Banco Covalto. Engaging in capital deployment and portfolio management with a focus on risk indicators and compliance.
Controller at detecpro GmbH responsible for finance team leadership and strategic controlling. Engaging in financial reporting and collaboration with external stakeholders.
Financial Assistant role in Göteborg handling operational accounting tasks and supporting finance functions. Opportunity for hybrid work with a focus on process improvement and quality assurance.
Consultant AMOA providing advisory services in digital transformation and project management for clients. Involves project oversight, requirements gathering, and user support across various regions in France.
Finance Assistant supporting Wild's operational finance tasks and relationships with retail partners. Ensuring accuracy and efficiency in finance processes with a fast - growing FMCG company.