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Investment Operations Specialist – Onboard, Reconcile & Report

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Wealth Logic, Inc.
Full Time position
Listed on 2026-01-24
Job specializations:
  • Business
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 95000 USD Yearly USD 55000.00 95000.00 YEAR
Job Description & How to Apply Below
A Minnesota-based financial planning firm is seeking a full-time Investment Operations Associate to support day-to-day operations, maintain client account data, and reconcile transactions. Candidates should have strong analytical and organizational skills with a Bachelor’s degree preferred. They will prepare reports, manage onboarding, and ensure compliance with regulations. The role offers a salary range of $55,000 - $95,000 based on experience.
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