Investment Operations Associate

INVESTMENT OPERATIONS ASSOCIATE
Location: Bethlehem, PA (Full-time, in office)
Compensation: $80,000-$100,000


Our firm is a close, tightly knit team which interacts collaboratively to deliver best-in-class services to our clients. We bring our values to work each day:  trust, humility, optimism, responsiveness, hard work, and a commitment to doing whatever it takes to make things right. Being a talented and trusted advocate for one of life’s most precious and important resources—financial security—is a high honor. Our firm is looking for an individual who wants to share in that honor.

This is an exciting opportunity for a talented team member to join the firm. If you have an intuitive understanding of trade operations, can see the downstream implications of trading decisions, and want to provide a high-quality experience for your teammates and clients, we want to hear from you. Please get in touch today as we would like to meet the very best candidates immediately.

As an Investment Operations Associate, you can expect to:

• Provide excellent, best in class service to clients – individuals, families, and owners of privately-held businesses in our area and across the country
• Assist with the daily operations of the Wealth Management department, including:
  • Overseeing the movement of money (including but not limited to one-time or periodic contributions, disbursements, journal transactions, rollovers, etc.), and the establishment and maintenance of banking instructions
  • Ownership and documentation of investment processes
• Contribute to the smooth functioning of the office as a whole:
  • Creating/running reports and other documents for client meetings, client correspondence, etc.
  • Creating and maintaining the organization and completeness of electronic client files
  • Attending meetings as needed, documenting discussions, recording and following through on task assignments
• Make and implement suggestions to systematize and improve office functions

• Energy and enthusiasm
• An outstandingly strong work ethic
• Tenacity and persistence
• Professionalism, poise, and maturity, especially in stressful situations
• Polished verbal and written communication skills
• Insistent attention to detail
• A love of and appreciation for operational logistics: self-directed time management and prioritization capabilities and outstanding organizational skills
• An ownership mentality that compels you to see things through to completion
• Demonstrated integrity, work ethic, and commitment to maintain firm and client confidentiality
• Motivation to work on professionally rigorous assignments
• Flexibility and openness to step in and do whatever is needed to support the team
• Mathematical and numeri