Investment Operations
Overview
We're looking for an Investment Operations specialist to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then we believe there's no better place to work.
The functions of this role are to support the firm’s Investment Specialist in day-to-day operational duties, sharing knowledge of investment-related products, and acting in a relationship-building capacity with the firm’s Registered Representatives; and working closely with Home Office to implement and deliver on key initiatives. While this role does not solicit the sale of insurance or investment products, it does require that you obtain and maintain the FINRA Series 66 & Series 7 securities registrations.
Essential Support Function
Product Support
Broker-Dealer Liaison
Client Experience Responsibilities
Relationship Management Responsibilities:
Required Skills and Competencies:
Compensation and Location
...Hi, Hope you are doing well? I am looking for a candidate with experience as Java Python Developer. Role: Java Python Developer Location: NYC, NY - In Person Mandatory Duration: Long term Must be on our W2 The Role...
Job Title: Traveling Notary PublicCompany: Certified Mobile Notary ServiceLocation: Local/Regional TravelJob Description:Are you a commissioned notary public looking for a rewarding opportunity? Certified Mobile Notary Service ( is hiring Traveling Notary Publics...
...interruptions to meet deadlines, as well as, work independently with a minimum amount of direction and/or supervision.* Ability to generate goodwill for the Agency with staff, clients, their family members and referral sources. Demonstrate a strong commitment to client service...
...Requisition Number: 2022100P Job Type: Part Time Job Category: Professional/Staff Job Description Summary: Provide... ..., and continuing education classes for more than 18,000 students who attend one of our four campuses or our comprehensive distance...
...assist the kitchen team in preparing food items for cooking and serving. You... ...knife skills Ability to work in a fast-paced environment Excellent time management skills Previous experience... ...this job. Job Types: Full-time, Part-time, Temporary Salary: $14.00 -...