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Investment Operations Specialist

2 months ago

Melville, New York, United States Point Wealth Management Full time
About Point Wealth Management

We are a leading wealth management firm dedicated to delivering exceptional services to our high-net-worth clients. Our team is passionate about helping individuals, business owners, and families achieve their financial goals through a relationship-oriented approach.

Job Overview

We are seeking a detail-oriented Investment Operations Associate to join our growing team. This role is crucial in supporting our advisors and ensuring smooth operations for our clients' accounts.

Key Responsibilities
  • Account Processing: Process new accounts and client requests, ensuring all documentation is complete and approved.
  • Money Movement: Facilitate various money movements including ACATs, Wires, ACHs, Journals, and Check Requests.
  • Account Reconciliation: Review daily activity and reconcile client accounts to ensure accuracy.
  • Trade Execution: Execute trades and rebalance portfolios via Envestnet and NetX360 platforms.
  • Client Support: Assist in client meetings as needed, providing support and expertise.
  • Client Communication: Respond to client inquiries regarding accounts, policies, and procedures.
  • Client Experience: Manage the client experience, providing proactive communication throughout the onboarding process.
  • Special Projects: Participate in special projects related to investment research and tax mitigation strategies.
  • Thought Leadership: Contribute to the team's thought leadership through research and content creation.
  • Client Education: Participate in client education initiatives and seminars.
  • Team Collaboration: Collaborate with other departments to enhance cross-functional efficiencies.
Qualifications & Skills
  • Education: Bachelor's degree in Finance or related field
  • Experience: 1+ years of investment operations and analysis experience
  • Certifications: FINRA Series 7 and 63 or 66 (preferred, not required)
  • Technical Skills: Proficiency in Microsoft Office Suite
  • Soft Skills: Strong analytical and problem-solving skills, detail-oriented with a focus on client service, excellent verbal and written communication skills, ability to work independently and prioritize tasks in a fast-paced environment
What We Offer
  • Full-time Position: Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday)
  • Competitive Salary: Competitive salary
  • Performance-based Bonus: Performance-based bonus (eligible after 3 months)
  • Benefits: 401(k) with company match, comprehensive health, dental, and vision insurance, group long-term disability insurance, paid time off
  • Professional Development: Professional development opportunities and significant potential for growth
  • Team Environment: Collaborative team environment with regular team-building activities
  • Client Relationships: Chance to build relationships with high-net-worth clients
  • Exposure to Advanced Areas: Exposure to advanced areas such as alternative investments
  • Work-life Balance: Work-life balance and a culture that values your ideas and contributions