Financial Reporting intern assisting with accounting tasks in a renewable energy company. Collaborating with a team to enhance accounting skills and provide mentorship opportunities.
About the role
- Director of Investment Operations at Mila Wealth Management ensuring compliance and excellence in client interactions. Overseeing investment platform execution with a hybrid work environment.
Responsibilities
- Oversee and ensure accurate preparation of necessary paperwork to implement recommendations
- Process and track all new accounts
- Coordinate execution of trades for brokerage and advisory accounts
- Monitor trades and verify funds
- Implement initial and subsequent asset allocation trades
- Participate in client meetings for financial or investment plan implementation when appropriate
- Track potential rollover opportunities
- Construct investment proposals with the Director of Investments for client meetings
- Prepare client review materials and assist with investment audits for review meetings
- Run performance reports in Envestnet, Morningstar, NMCIR, NetX360, etc.
- Provide high-quality client service and a concierge client experience
- Optimize growth in both risk management and advisory wealth management businesses
- Ensure NMIS and NMWMC compliance requirements are implemented and followed
- Handle all incoming client service requests regarding client plans and accounts
Requirements
- Minimum of 3 years of investment or financial services experience
- Series 7 required
- Securities 63 or 66 and Life & Health Insurance licenses
- Strong knowledge of Envestnet and Morningstar platforms
Benefits
- Hybrid schedule of 3-4 in-office days per week
- Personalized financial planning
- Investment advisory solutions
- Holistic risk management
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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