Investment Operations Specialist
18 hours ago
We are seeking a highly skilled investment administrator to join our team at Coastal Wealth. In this role, you will be responsible for managing client accounts, analyzing portfolio performance, and optimizing investment strategies. Our ideal candidate has strong analytical skills, a solid understanding of financial markets, and excellent communication abilities.
**Key Responsibilities:**
- Analyze and optimize client portfolios using existing software tools
- Collaborate with our parent office investment team to ensure seamless operations
- Coordinate with clients, advisors, and internal teams to address client needs
Requirements:
- Bachelor's degree in finance, economics, or a related field
- Professional certifications such as Series 7 and Series 66 preferred
- 2+ years of experience in investment administration or a related field
Our Firm:
Coastal Wealth is a premier financial solutions firm committed to providing exceptional service to our clients. Our team is dedicated to delivering tailored financial plans and investment strategies that meet the unique needs of each client.
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