Investment Operations Associate

Job overview

The Investment Operations Associate role is onsite in Elmsford, NY; compensation is not specified. The SKG Team at Barnum Financial Group is a wealth management team focused on growth, results, detail, and helping people. The associate supports advisors by organizing financial information and preparing client-facing planning materials, reports, and presentations, helping the team communicate recommendations and coordinate accurate client data.

What you'll do

• Prepare client-facing materials
• review investment, insurance, and financial planning documents
• analyze data and organize financial information
• prepare written retirement planning reports covering cash flow, asset allocation, and retirement readiness
• develop presentations communicating planning recommendations
• coordinate with advisors and client relationship coordinators to confirm client data.

What we're looking for

Skills & competencies

investment operations

wealth management

financial planning

retirement planning

client materials

data analysis

elmsford ny

barnum financial group

full-time

401(k)

health insurance

dental insurance

vision insurance

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• $65,000 salary plus performance bonus with up to 20% total bonus potential
• 401(k), dental insurance, health insurance, paid time off, and vision insurance.

Why this role

An associate degree is required; a bachelor’s degree is preferred. Microsoft Office experience is required, while Morningstar, eMoney, and Salesforce proficiency is preferred.

About the employer

The SKG Team at Barnum Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.