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Jambalaya GroupMargaret

Investment Operations Assistant

Colchesteronsite$56K – $67K

Posted 1mo ago · via Workable

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About this role

Investment Operations Assistant Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial Location: In-Office – Colchester, VT Employment Type: Full-time About the Role Marblestone Wealth is seeking a detail-oriented and client-focused Investment Operations Assistant to join our growing wealth management practice. This role is central to delivering a high-touch client experience while ensuring the seamless execution of investment operations and service processes. You will partner closely with Financial Advisors to support client relationships, execute transactions, and manage day-to-day operational workflows. The ideal candidate thrives in a fast-paced environment, demonstrates strong ownership, and believes that going above and beyond for clients is the standard.…

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Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: workday

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

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4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Colchester. We weight your proximity and willingness to relocate.

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Skills in this role

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