Account Operations Specialist

Job description

Foundations Investment Advisers RIA is a rapidly growing company which offers a turnkey asset management platform to more than 200 financial advisers across the country. Our company offers a forward-thinking culture in a fun work atmosphere with a focus on collaboration.

We're currently seeking an Account Operations Specialist to work with a team of investment professionals that is currently managing three billion in diversified assets. The candidate should have a strong work ethic coupled with an ability to work in a team environment are important candidate qualities. The investment team works market hours that start at 5:45 AM. RIA experience is desired with an understanding of custodian platforms: TD Ameritrade, Schwab, and Fidelity. Experience using Orion is also desired. Please send a cover letter that details your experience, future goals, and salary requirements. Local candidates only.

This is NOT a remote position

-Undergraduate Degree
-Strong desire and motivated to learn and work within the Financial Services and Investment management industry
-Able to work market hours
-Strong attention to detail
-Entrepreneurial, analytical, works well under pressure, manages stress well, and has solid IT skills

Responsibilities will include: working with colleagues to provide best in class service to clients, Execution of trades in equity and fixed income markets for model changes, rebalances, and cash management requests. The position requires one to maintain knowledge of current market conditions, the reasoning behind current model allocations, and the ability to express this information to internal colleagues as well as to our clients. The position will require analysis of economic data, market sectors, individual equity and fixed income issues, as well as other information that could impact the financial markets and model positions.

Job Type: Full-time
Salary: $40,000.00 - $60,000.00 per year

Dental insurance
Health insurance
Paid time off
Vision insurance

Monday to Friday

Ability to commute/relocate:
Phoenix, AZ 85040: Reliably commute or planning to relocate before starting work (Required)

Bachelor's (Preferred)