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For your reference, we have included the original job posting below.
Investment Operations Specialist II
Job Number:
43880290
Company Name:
Trusted Investment Advisor
Job Location:
Boston, MA US
Job Category:
Accounting & Finance
Minimum Education:
4-Year College Degree
Investment Operations Specialist II
Responsibilities for this position: - Support trading and portfolio management functions with regard to new account initialization and general trade support. - Review new account documents for completeness and accuracy. Assess the potential client s suitability for the investment strategy. - Coordinate "first day of trading" for new accounts through communication with the client and trade support. - Answer questions from clients, brokers, consultants, and sales staff regarding new account proces...
