Investment Operations Associate

Job summary
Investment Operations AssociateLocation: Mendota Heights, MNFocused on helping clients with financial planning
Job seniority: associate level
Responsibilities
• Process and handle day-to-day investment operations functions• Monitor and manage new account set-up process• Respond to client inquiries for investment account information• Collaborate with Director of Investment Operations• Participate in team meetings and lead projects
Requirements
• Bachelor's degree with focus on business, finance, or related field• 2-5 years of experience with securities, trading, and operations• Series 7 and 63/66 Life and Health license required• Strong analytical and problem-solving skills• Strong organizational and time management skills• Ability to maintain confidentiality• Ability to thrive in a fast-paced environment