Job Description & How to Apply Below
Our client is an Investment Manager for high-net-worth families, and they are looking to add to their team an Associate, Operations on a full time basis. This is a new role given the growth our established client has experienced.
Note, this role is 5 days per week in office for the first three months, then 50% WFH / in officeAs the Associate Operations, you are responsible for:
- Financial and Data Reconciliation
- Cash Management
- Statement Production & Client Service Support
- Other ad hoc and coverage duties
To be considered for this role, our client is looking for someone with the following skills/qualifications:
- 3+ years recent and relevant experience
- Bachelor Degree with completion or enrollment in the CSC
- Solid communication skills [written and verbal]
If you have the skills required to be successful in this role and you would like to learn more, please send your updated resume in MS Word format to Benjamin at
If this role is not for you and you would like to see what else we have on the go, please visit us at
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