Allied is seeking an Investment Operations Associate for an established Lehigh Valley financial services firm. This direct hire career opportunity offers the chance to work for a progressive, growing company that prides themselves on being named a Best Place to Work.  As an employee owned company, the team is committed to professional servicing and a high quality client experience.  Along with a competitive salary of $65,000-85,000/yr, the position offers benefits, 401k, bonus opportunity, and generous PTO.

Responsibilities in this role include:

• prepare documentation for new institutional and high net worth client accounts
  
  • follow through on account set up, account #s, transfer of assets, portfolio implementation
• ensure paperwork conforms to regulatory requirements
• place trades per analyst recommendation
• assist in requests for information
• generate quarterly performance data
• receive and disperse checks
• facilitate cash transfers 
• calculate distributions
• generate client proposals

Candidates for this role must have 3-5 years experience in investment operations (client services, handling IRAs, opening accounts, making trades, etc.). Successful candidates will be high energy and detail oriented. A Bachelor's degree is strongly preferred. A current Series 7, 66 is also strongly preferred.

Qualified candidates can apply by emailing a resume to pro@alliedps.com