Investment Operations Associate - Military veterans preferred

Our teams stated purpose:

With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and serve their clients, their families and their communities in powerful ways.

A typical day in the life - what you'll be responsible for:

Accomplish a variety of tasks in an efficient, organized manner, with strong follow up skills. (Not afraid to get on the phone with a client)

Organize, prioritize tasks and work in a deadline-oriented environment. (Many tasks will be assigned to you at once we leave it up to you, as a professional, to get them done efficiently- micromanaging is NOT our style)

Process new accounts and client requests by obtaining all necessary paperwork and ensuring all client documentation is returned, completed and approved.

. Maintain and manage the client experience, providing proactive communication and updates throughout the onboarding process.

. Facilitate various money movements and fund transfers including ACATs, Wires, ACHs, Journals, Check Requests, etc.

Review daily activity and reconcile current client activity, fund transfers and previous days activity to ensure accuracy. (Check Ins, Follow Ups, Crosschecking keeping tasks from falling through the cracks)

Respond to questions regarding accounts, policies and procedures and assist with establishing online access for statements, tax documents, confirms and other services.

Participate in various special projects as needed.

Job Type: Full-time, In Office (Melville, NY) (9:00 am 5:00 pm Mon-Fri)

Ideal education and experience:

• Bachelor's degree
• 1+ year of investment operations, or similiar experience
• Proficiency in the use of basic office technology (Office Suite, Word, Excel, Outlook, DocuSign, etc.)
• Series 7, 63 a plus, not required.

Benefits Package:

• Salary
• Bonus eligible after 3 months
• 401(k) with Match
• Health, Dental, and Vision Insurance
• Group Long-term Disability Insurance
• Paid Time Off
• Training/Industry Designation financial support

About Our Team:

Check out our website (www.pointwealth.com) or our Facebook page.

Experienced Wealth Management team serving high net worth individuals, business owners, and families. Our clients acknowledge the relationship-oriented approach our team takes that allows them to make educated decisions with efficiency and confidence. With clarity on these decisions, our team executes sophisticated, proactive planning that addresses all areas of our clients financial lives. Our office is located in Melville, NY.