Private Investment Operations Associate - Wealth Advisory - Madison, WI
CliftonLarsonAllen
- Madison, WI
- Permanent
- Full-time
- Operations: Work with the Director of Operations to support all operational needs of wealth advisors with respect to the private investment platform.
- Coordinate private investment account activity between vendors and clients.
- Identify and resolve any issues or errors that arise during automated processes.
- Examine documents to ensure completeness and identify critical information and issues.
- Client Support: Provide high quality service to prospective/existing clients and co-workers through timely, courteous, respectful, and helpful communication.
- Work with Director of Operations on special brokerage and investment advisory projects. Act as liaison between CLA and custodians, investment management firms, and other issuers and vendors.
- Related experience is preferred.
- Bachelor's degree is required. Combination of experience, education, and training may be accepted in lieu of degree.
- Degree in Accounting, Finance, or related field preferred.
- Proficient with Microsoft (MS) Office products.
- Portfolio management and CRM software experience preferred.
- Coding / programming experience to automate processes preferred.
10% travel.Our Perks:
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits