|Title:||Investment Operations Specialist/ Advisor Asst.|
|Job Location:||Nashville, Tennessee - United States|
|Salary:||contact recruiter for details|
|Employer Will Recruit From:||Regional|
Investment Operations Specialist
A top tier, fee-only RIA, with offices in Nashville, Tn.
This is a long-term career opportunity for a sharp self-starter, who can handle a fast-paced environment, team work and is willing to learn all aspects of operations.
Great comp structure with 401k, profit sharing and pension plan. You grow as the firm grows.
The Investment Operations Specialist/ Advisor Asst. is responsible for performing the daily activities of the practice and will report directly to the Advisor. This includes the functions of portfolio accounting and administration, trading, billing, setting up client portals, assisting with tax reporting, and preparing a variety of other ongoing and special reports.
• Advanced knowledge of Microsoft Excel
University - Bachelor's Degree/3-4 Year Degree