Investment Operations Specialist
Compensation
$65k – $75k /yr
Employment type
Full-time
Work setting
On-site
Location
Charlotte, NC
Schedule
Day shift
Posted
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Job overview
The Investment Operations Specialist is a hybrid role based in Charlotte, NC. The pay is $65,000 - $75,000 per year. This role supports the wealth management practice at Claire Myers Consulting. The role exists to manage the administration and operational functions of the firm's investment platform. It contributes to the practice's success by ensuring accurate account administration, trading, and brokerage operations.
What you'll do
- Manage account administration
- process money movement
- execute trades
- coordinate with custodians
- support trust and estate processing
- ensure compliance.
What we're looking for
- Skills & competencies
- full-timeday shiftcharlotte nc$65k-$75k/yearinvestment operationswealth managementfinancebrokeragehybridseries 7 required
- Work arrangement
- Weekend coverage required
Benefits & perks
- Performance-based bonus ($5K-$10K).
Why this role
Hybrid role; performance-based bonus; long-term career focus.
About the employer
Claire Myers Consulting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2051.00
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Listing ID: 0d894d0c-e58c-412b-a0b8-504b0f3af5e3