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Kestra Financial Independent AdvisorFinancial Services

Investment Operations

Columbiaonsite

Posted 34mo ago · via Workable

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About this role

The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities. Essential Duties & Responsibilities : Client Responsibilities Record conversations and requests in SmartOffice Process distribution requests Investment Operations Responsibilities Maintain client records and notes in SmartOffice. Open new investment accounts/schedule client meetings Utilize Advice Pay Enter contributions in Wealthscape/Assetmark and other investment platforms. Request trading on new investments Maintain and report all investment activity (weekly) Set up bank links to investment accounts. Set up monthly Periodic Investment Plans (PIP) for clients.…

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What we'd score you on

reqspace match rubric

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

We compare your skills against the role requirements.

2

Level fit

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

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

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 Columbia. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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