What are the responsibilities and job description for the Investment Operations Associate position at HDA Wealth Management?
We are a small locally owned investment management firm searching for an individual to join our Service Team as an Investment Operations Associate. 1 year of experience in financial services is ideal but not required. This is not a work-from-home position. The Investment Operations Associate will be responsible for the day-to-day operational tasks of a small (but growing) investment management firm, including, but not limited to:
Preparing new client on-boarding paperwork
Opening new accounts
Tracking account transfers
Processing cash management functions (incoming deposits, outgoing distributions)
Update client on the status of service requests
Special projects
Job Type: Part-time
Pay: $15.00 - $20.00 per hour
Expected hours: 15 – 20 per week
Benefits:
- Retirement plan
Schedule:
- Day shift
- Monday to Friday
Work Location: In person
Salary : $15 - $20