Investment Operations Associate - Direct Hire

Bethlehem, PA 18018

Posted: 02/18/2019 Employment Type: Full Time Job Category: Office & Professional Job Number: 0067 Pay Rate: $45,000-55,000/annually

Our client, a well established Lehigh Valley financial services firm, is seeking an Investment Operations Associate.  In this role you will be responsible for processing new business documentation and assisting the sales staff with the preparation of client review meetings.  Specific work will include: preparing documents for new accounts (follow through on account setup and transfer of assets), generating client proposals, ensuring paperwork meets regulatory requirements, placing trades, generating performance reports, maintaining the database, and assisting sales staff with requests for client information.  

Successful candidates will be high energy and detail oriented.  A proven history of completing a high volume of work in a fast paced setting is needed.  A Bachelor's degree is preferred along with a current Series 7, 63, & 65 OR Series 7, 66.  


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 $45,000-55,000/yr, the position offers benefits, 401k and bonus opportunity.  Qualified candidates can apply by emailing a resume to for immediate consideration!

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