Series 66 and 7 Licensed Investment Associate
VirtualVocationsDes Moines, Iowa, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
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job_description.job_card.job_description
A company is looking for an Invest Operations Associate to manage investment transactions and customer inquiries.
Key Responsibilities
Manage the full lifecycle of investment-related customer support and inquiries
Handle specialized processes such as wire payments, levies, and court orders
Collaborate with internal stakeholders to support ongoing operations and initiatives
Required Qualifications
FINRA SIE, Series 66, 7 license or will obtain within 6 months of hire
1-3 years of experience in investment, banking, or financial operations
Detail-oriented with a strong work ethic and proactive approach
Ability to manage multiple priorities and adapt to a fast-paced environment
Flexibility in working hours, including evenings, weekends, or holidays
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Investment Associate • Des Moines, Iowa, United States
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