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Location

The Woodlands, TX | United States

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Job description

Toptier Registered Investment Advisory (RIA) with tremendous growth in the last 3 years is seeking an addition to its Operations team. The Senior Investment Operations Associate will work closely with the Chief Operations Officer in the daily running of the firm.

The ideal candidate will have

* 3 years of experience in RIA or Wealth Management

* familiar with the client administrative processes of major financial custodians service work and tasks associated with client needs.

* highly detailed

* professional appearance and personality

*comfortable communicating with High NetWorth Clients .

Requirements

* knowledge of securities business

* Excellent at Prioritizing Planning and Organizing

* Strong personal characteristics of initiative integrity and creativity

* Effective communication skills with high emotional intelligence

* Highly Detailed

* Task Oriented

* Strong Follow Up Skills

* Professional Appearance and Personality

* Works well in a Collaborative Team Environment

Benefits

* Team Oriented

* Mentoring

* competitive compensation

* standard benefits

* knowledge of securities business * Excellent at Prioritizing, Planning and Organizing * Strong personal characteristics of initiative, integrity, and creativity * Effective communication skills with high emotional intelligence * Highly Detailed * Task Oriented * Strong Follow Up Skills * Professional Appearance and Personality * Works well in a Collaborative Team Environment

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Job tags

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Salary