HRCoach · 1 month ago
Investment Operations Specialist
Denver, CO, 80237, US
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $70K/yr
2+ years expAmeriprise Financial is seeking a driven and detail-oriented Investment Operations Specialist to join their team in Denver, CO. In this role, you will support the practice through high-level operational work and investment-related responsibilities, ensuring efficient service delivery for clients.
Human Resources
Responsibilities
Prepare client meeting materials, with a focus on asset management, rebalancing, and money movement , and ensure advisors have all necessary information ahead of client meetings
Process trades and money movement requests, assist with the quarterly investment- review process, provide updates on alternative positions, and maintain documentation with precision and compliance awareness
Maintain organized workflows, handle follow-up items, and support day-to-day operational needs of the practice
Prepare, update, and track essential client and firm documents to support efficient operations
Assist with data analysis, asset management reporting, and create investment proposals while identifying process improvements that enhance practice efficiency
Help uphold structure across systems, processes, and operational workflows
Qualification
Required
Bachelor's degree required
2–5 years of experience in financial services
Series 7 required
Series 66 required
Excellent organizational abilities and attention to detail
Strong analytical mindset
Ability to manage multiple priorities with accuracy
Proactive mindset and ability to manage complete workflows across a team
Clear written and verbal communication skills
Proficiency with office and industry software
Preferred
Life & Health licensing preferred
Benefits
401(k) with 4% employer match
PTO: Accrues at approximately 0.83 days per month, up to 10 days per year.
Seven Paid holidays
Company
HRCoach
HRCoach - helping you be a better people-manager.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Cate DeLaRosa
Founder and CEO
Company data provided by crunchbase