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Investment Operations Associate at Stockman Bank | JobVerse
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Investment Operations Associate
Stockman Bank
Website
LinkedIn
Investment Operations Associate
United States
Full Time
1 week ago
No H1B
Apply Now
Key skills
Communication
About this role
Role Overview
Provides foundational support to the investment operations team.
Assists with trade processing, reconciliations, and portfolio maintenance.
Executes routine tasks accurately.
Maintains organized records.
Learns the firm’s trading platforms and custodial processes.
Works closely with the Director of Investment Operations to support advisors.
Ensures smooth operational workflows.
Requirements
Bachelor’s Degree preferred (or equivalent work experience)
Series 65 required upon hire.
0–2 years of relevant experience; internships or exposure to finance a plus
Commitment to providing exceptional client service.
Strong communication and organizational skills.
Ability to prioritize tasks and follow established procedures.
Attention to detail and willingness to learn new systems.
Familiarity with Microsoft Office (Outlook, Word, Excel, PowerPoint).
Comfort with technology systems and data entry.
Benefits
Travel is required for this position and may include overnight trips.
Apply Now
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