Senior Investment Operations Coordinator

3 weeks ago


Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

Company Overview: Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. We provide clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families.

Salary: The estimated salary for this role is $60,000 - $80,000 per year, depending on experience. As a highly respected firm, we offer competitive compensation packages that reflect your skills and qualifications.

Job Description: The Account Services Associate will join our Central Operations team as an integral part of our Scottsdale, AZ office. This exceptional individual will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. Key responsibilities include preparing client account paperwork, submitting requests to custodians, and executing account maintenance tasks such as terminations and special requests.

Required Skills and Qualifications: An undergraduate degree is required, preferably in Finance, Business, or Economics. Relevant experience with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer is preferred. Excellent interpersonal and verbal/written skills are essential. Proficiency in Microsoft Office applications, knowledge of Salesforce CRM and Tamarac AdvisorView, and experience with institutional platforms and paperwork are also valuable assets.

Benefits: At Beacon Pointe Advisors, we prioritize the growth and well-being of our employees. Our comprehensive benefits package includes medical, dental, and vision insurance, 401(k) matching, paid time off, and opportunities for professional development.

About Us: Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including recognition by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's. For more information, please visit www.beaconpointe.com.



  • Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Key ResponsibilitiesThe successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. Key responsibilities include:Acting as the primary liaison between high-net worth (HNW) clients, investment professionals,...


  • Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Job DescriptionWe are seeking an experienced Investment Management Coordinator to join our Central Support team in Scottsdale, AZ. This role involves servicing the investment management and financial planning needs of high net worth individuals, families, and institutions. The successful candidate will have a proven track record of achievement and a...


  • Scottsdale, Arizona, United States Cogir Senior Living Full time

    Job DescriptionCogir Senior Living is seeking a skilled Human Resources Coordinator to join our corporate office team in Scottsdale, AZ. The successful candidate will have excellent communication skills, previous HR experience, and proficiency with Microsoft programs like Excel, Outlook, Teams, and Word.Key Accountabilities:Coordinate personnel actions,...


  • Scottsdale, Arizona, United States Acoya Shea Senior Living Full time

    Job OverviewA Senior Living Coordinator is a dynamic professional responsible for ensuring the smooth transition of new residents into Acoya Shea Senior Living. The ideal candidate possesses in-depth knowledge of our property's products and services, allowing them to effectively represent our community to referral sources and potential clients. Key...


  • Scottsdale, Arizona, United States Cogir Senior Living Full time

    About Cogir Senior LivingWe are a dynamic organization specializing in modern aging management, operating over 90 senior living communities across 11 states. With a focus on delivering unparalleled care and amenities, we foster a thriving environment for residents and team members.Job OverviewThe SVP Assistant Chief Operating Officer will play a crucial role...


  • Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with affiliate offices nationwide. We are currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office.About the RoleThe successful candidate will have a demonstrated track record of both educational...


  • Scottsdale, Arizona, United States Annexus Group Full time

    Annexus Group is a leading financial institution dedicated to designing and distributing innovative investment and retirement solutions. We have an immediate opening for a Financial Operations Coordinator in our North Scottsdale office.This role is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure...


  • Scottsdale, Arizona, United States ATLAS Full time

    About the RoleWe are seeking an exceptional Senior Administrative Coordinator to join our team at ATLAS. As a key member of our operations team, you will provide comprehensive administrative support to our Founder/CEO, ensuring seamless day-to-day activities and strategic initiatives.

  • Activity Coordinator

    3 weeks ago


    Scottsdale, Arizona, United States Acoya Shea Senior Living Full time

    Job Overview: We are seeking a dynamic Activity Coordinator to join our team at Acoya Shea Senior Living. As an Activity Coordinator, you will play a vital role in designing, creating, and facilitating life-enrichment activities for our residents. This is an excellent opportunity to make a positive impact on the lives of seniors while working in a...


  • Scottsdale, Arizona, United States Acoya Shea Senior Living Full time

    Company OverviewAcoya Shea Senior Living is a vibrant retirement community that prides itself on providing exceptional care and services to its residents. Our team is dedicated to creating a warm and welcoming environment that fosters socialization, engagement, and overall well-being.


  • Scottsdale, Arizona, United States Sunrise Senior Living Full time

    Job OverviewSunrise Senior Living is seeking a skilled Activities Coordinator to assist with the day-to-day delivery of resident-centered activities and programs. The ideal candidate will have experience in senior living communities and be able to lead activities, motivate volunteers, and facilitate small group presentations.About the RoleAssist in...


  • Scottsdale, Arizona, United States Cubex LLC Full time

    Key Responsibilities:The Executive Assistant will provide administrative support to the CEO and senior executives, ensuring seamless day-to-day operations and contributing to strategic decision-making. Key responsibilities include:Calendar Management: Coordinate and manage the CEO's calendar, scheduling meetings, appointments, and events.Expense Management:...


  • Scottsdale, Arizona, United States Sunrise Senior Living Full time

    Join Sunrise Senior Living, a leading provider of senior care services, and make a difference in the lives of our residents!About the RoleWe are seeking a skilled and compassionate Resident Care Coordinator to join our team. This role will involve providing support with daily living tasks, assisting with medical procedures, and engaging with residents and...


  • Scottsdale, Arizona, United States Sunrise Senior Living Full time

    Are you looking for a rewarding career in senior care? Look no further than Sunrise Senior Living!About the PositionWe are seeking a compassionate and dedicated Resident Care Coordinator to join our team. This role will involve working closely with residents, families, and colleagues to provide exceptional care and support.Job SummaryProvide care and support...


  • Scottsdale, Arizona, United States Cogir Senior Living Full time

    About Cogir Senior LivingWe oversee a network of senior living communities spanning 11 states nationwide, proud to offer a growth-focused environment for our team members.As a trusted leader in senior housing, our mission is to enrich the lives of our residents while building meaningful careers. Our core values of human focus, creativity, and excellence...


  • Scottsdale, Arizona, United States Sunrise Senior Living Full time

    Job DescriptionThe Activities Coordinator plays a vital role in enriching the lives of our residents through engaging activities and programs. This position requires excellent communication skills, creativity, and the ability to work independently.Key ResponsibilitiesDevelop and implement a balanced activity program that caters to diverse resident...

  • Investment Associate

    4 weeks ago


    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    About the RoleWe are seeking an exceptional individual to join our Central Support team as a Trading Associate in Scottsdale, AZ.Job DescriptionThe successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful...


  • Scottsdale, Arizona, United States Sunrise Senior Living Full time

    About UsSunrise Senior Living is a leading provider of senior care services, dedicated to enhancing the lives of our residents and their families. We are passionate about delivering high-quality care that promotes independence, dignity, and happiness.As a Senior Support Specialist, you will have the opportunity to make a real difference in the lives of our...


  • Scottsdale, Arizona, United States LHH Recruitment Solutions Full time

    Job Overview:LHH Recruitment Solutions is currently seeking a highly organized and detail-oriented Senior Project Coordinator to join our team in Scottsdale, AZ. In this role, you will be responsible for managing multiple projects simultaneously, ensuring timely completion, and providing exceptional customer service.Estimated Salary: $26-$28 per hour


  • Scottsdale, Arizona, United States Call Her Martina LLC Full time

    Key ResponsibilitiesThe Assistant Manager will be responsible for:Meet restaurant standards by ensuring cleanliness, uniforms, and punctuality.Schedule and coordinate meetings to facilitate effective communication.Conduct employee performance reviews to identify areas for improvement.The ideal candidate will have excellent communication and interpersonal...