Blue Trust · 1 month ago
Investment Operations Specialist
Alpharetta,GA,US
Full-time
Hybrid
New Grad, Entry LevelBlue Trust is seeking an Investment Operations Specialist responsible for providing investment account management and administrative support to Private Wealth Advisors. The role involves handling portfolio management, participating in new account set-up, and providing service support while adhering to compliance standards.
AdviceFinanceFinancial ServicesWealth Management
Responsibilities
Handles portfolio management reconciliation and processing in accordance with Advisor instructions in an accurate and timely manner, including such things as:
Verifies client data in Orion
Ensures system portfolio performance is maintained and accurate
Participates in the new account set-up process including:
Updates new account information in various systems
Ensures accounts are available for trading
Performs account maintenance as needed
Provides service support and administration, including:
Responds to inquiries from field personnel via phone and e-mail
Educates and/or supplies training aides to field on Investment Department processes
Acts as liaison for all custodial relationships
Bears other responsibilities, including:
Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base and applies these principles in personal finances
Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values
Maintains the highest Compliance standards by adhering to the Company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company
Qualification
Required
Experience and industry knowledge in financial services or accounting with an emphasis on investment acumen
Ability to make independent judgement as well as take direction from others
Aptitude and passion for learning to serve others with excellence
Intermediate to advanced MS Office skills, especially MS Excel
Ability to work in a dynamic and flexible office environment
Excellent problem-solving skills and organizational and operational efficiency
Excellent communication and interpersonal skills, both verbal and written
Strong business mathematical skills and keen attention to detail
Personal integrity and ability to discreetly handle confidential data
Bachelor's degree is required, preferably in finance, investments, or economics
Preferred
Prior financial services, investment, or accounting experience preferred
Company
Blue Trust
Blue Trust provides wealth management and fiduciary advice services.
Founded in 1979
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J
Judy Blue
Founder
Ron Blue
Founder
Company data provided by crunchbase