Financial Services Professional
7 days ago
Company Overview
Weitz and Luxenberg PC is a leading financial services company that offers a range of investment solutions to its clients. Our team is dedicated to providing exceptional service and expertise to help our clients achieve their financial goals.
Salary
The estimated salary for this position is $45,000 - $60,000 per year, depending on experience. This includes a base salary of $40,000 and a bonus structure that rewards high-performing employees.
Job Description
As an Investment Operations Associate, you will be responsible for the day-to-day operational duties of the Investment Department. This will include processing new accounts, greeting clients and prospective clients, answering incoming telephone calls, sorting and distributing mail, sending periodic client correspondence, and processing account transfers, contributions and redemptions. You will also create client meeting update books and reviews, send update meeting letters/e-mails to clients, and may accept and execute client trade requests based on licensing.
Required Skills and Qualifications
To be successful in this role, you will need excellent time management and organizational skills, as well as the ability to handle multiple tasks within tight time frames. You will also need excellent attention to detail, strong customer service skills, proficiency with Microsoft Office software, and strong analytical and research skills. A degree in finance-related field is preferred, and interest in and knowledge of financial markets and investment securities is also highly valued. Series 7 and Series 66 licenses are preferred but not required.
Benefits
We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off. We also provide ongoing training and development opportunities to help you grow your career.
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