Investment Operations Specialist | Atlanta, Georgia

Reference Number: KL6422
Location: Atlanta, Georgia

Judson Group has partnered with a highly regarded fee-only investment and wealth management firm in the search for an Investment Operations Specialist. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will have the unique role of assisting in investment operations and providing high-touch client service.

Key responsibilities and requirements include:

  • Responsible for processing all fund transfers, new account setup, and input documents into CRM
  • Responsible for preparing client reports, quarterly reporting and materials for client meetings
  • Strong technology and software skills for various tasks including Tamarac Advisor View, or other portfolio management software
  • Ensure communications and operations via client are executed effectively and efficiently
  • Bachelor’s Degree; advanced degree a plus
  • 3 years relevant experience with a wealth management background
  • Experience supporting HNW clients and relationships
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
  • High degree of customer service, confidentiality and urgency

Commensurate with experience.

Atlanta, Georgia

Reference Number: KL6422

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