Investment Operations Coordinator
hace 3 horas
We are seeking a highly skilled Investment Operations professional to join our team at Kestra Financial Independent Advisor. The successful candidate will be responsible for efficiently managing client relations, investment operations, and general office responsibilities.
About the RoleThis is an exciting opportunity for a motivated individual to take on a critical role in our organization. As an Investment Operations professional, you will be responsible for:
- Maintaining accurate and up-to-date records of client interactions and investments.
- Processing distribution requests and ensuring timely execution.
- Opening new investment accounts and scheduling client meetings.
- Utilizing Advice Pay and other software platforms to manage investments.
- Entering contributions and requesting trading on new investments.
- Maintaining and reporting all investment activity on a weekly basis.
To succeed in this role, you will require:
- A strong ability to communicate effectively with clients and colleagues.
- Excellent attention to detail and organizational skills.
- The ability to work under pressure and meet deadlines.
- Sound judgment when dealing with clients and staff members.
- Knowledge of Microsoft Suite and industry-specific software.
We offer a competitive salary of $65,000 - $80,000 per annum, depending on experience. Our benefits package includes health insurance, retirement plans, and paid time off. We are an equal opportunities employer and welcome applications from diverse candidates.
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Investment Operations
hace 12 horas
Colombia Kestra Financial Independent Advisor A tiempo completoThe Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations, and general office responsibilities. Essential Duties & Responsibilities : Client Responsibilities Record conversations and requests in SmartOffice Process distribution requests ...
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Technical Outreach Operations Coordinator
hace 6 meses
Colombia Wolfram A tiempo completo**Job title**: Technical Outreach Operations Coordinator Wolfram, creator of Mathematica, Wolfram|Alpha and Wolfram Language, has an exciting opportunity for a Technical Outreach Operations Coordinator in our Communications and Outreach department. This department is responsible for corporate public outreach efforts, from public forum engagement to social...
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Risk Operations Coordinator
hace 6 meses
Colombia Solvo Global SAS A tiempo completoAt Solvo Global we are looking for a Risk Operations Coordinator to join our team! Responsabilities: - Issue payroll reports - Process the payments in the correct time - Process the payroll receipts according to the client’s specifications. **Skills**: - Computer skills required. - Proficiency in Microsoft Word, PowerPoint Excel required. - Ability to...
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Office Operations Coordinator
hace 3 semanas
Colombia Booth & Partners A tiempo completoAbout the RoleWe are seeking a highly skilled Office Operations Coordinator to join our team at Booth & Partners. This is a pivotal role that will provide exceptional support to our clients and help drive the success of our organization.The ideal candidate will have a strong background in customer service, process administration, and communication. They will...
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Business Operations Coordinator
hace 4 semanas
Colombia Anthology A tiempo completoBusiness Operations Coordinator Remote - Colombia *ONLY CVs SUBMITTED IN ENGLISH WILL BE CONSIDERED* The Opportunity: Anthology delivers education and technology solutions so that students can reach their full potential and learning institutions thrive. Our mission is to empower educators and institutions with meaningful innovation that’s simple...
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Global Operations Coordinator Specialist
hace 2 semanas
Colombia Anthology A tiempo completoBusiness Operations CoordinatorAbout Anthology:Anthology delivers innovative education and technology solutions to empower educators and institutions.We're committed to making diversity, inclusion, and belonging a foundational part of our hiring practices and company culture.Learn more about Anthology and our career opportunities at our website.The...
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Operations Coordinator 3
hace 2 semanas
Colombia Nokia A tiempo completoThe team you'll be part of About Cloud & Network Services Cloud and Network Services is a leading Nokia business group that offers Network solutions on Core, Business and Enterprise segments, as well as Cloud solutions and Cognitive Services. It is a newly formed business group, that includes most of the former Nokia Software business, Nokia’s...
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Operations Coordinator
hace 21 horas
Colombia COPT Defense Properties A tiempo completoJob Description:We are seeking an experienced Operations Coordinator to join our team at COPT Defense Properties. This role will be responsible for supervising and coordinating services in front desk and general office administration.Responsibilities:Supervise staff and all aspects of their position in support of corporate headquarters...
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Logistics Operations Coordinator
hace 2 semanas
Colombia Encore Technologies A tiempo completoAs a Logistics Operations Coordinator at Encore Technologies, you will play a critical role in ensuring the smooth execution of our logistics operations.Job ResponsibilitiesTrack and Trace Management: Utilize advanced tracking systems to monitor shipment status in real-time, guaranteeing timely delivery and adherence to schedules.Data Integration and...
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Logistics Coordinator
hace 6 meses
Colombia RVStaffing A tiempo completo**RedValley, the coolest and fastest-growing company**, is seeking an experienced **Logistics Coordinator** to manage all aspects of logistics throughout our supply chain. The Dispatcher/ Logistics Coordinator will be responsible for organizing and providing efficient transportation and storage solutions for the entire lifecycle of our products, from the...
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Scheduling Coordinator
hace 5 meses
Colombia Fresh Desk A tiempo completo**Job Summary** The Scheduling Coordinator is the lead customer service contact person for all clients, guests, and prospects. They are essential in the day-to-day operations of the store. The Scheduling Coordinator must monitor client sessions to ensure they arrive on time. They also need to help promote the renewals of current customers. The Scheduling...
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Scheduling Coordinator
hace 5 meses
Colombia Fresh Desk A tiempo completoWe're looking for a new Scheduling Coordinator to join our team! **MUST BE LOCATED IN MEDELLIN - Work on site** **Job Summary** The Scheduling Coordinator is the lead customer service contact person for all clients, guests, and prospects. They are essential in the day-to-day operations of the store. The Scheduling Coordinator must monitor client sessions...
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Key Business Operations Coordinator
hace 7 días
Colombia Bighornlaw A tiempo completoWe are seeking a highly skilled Key Business Operations Coordinator to support our top-producing real estate team in Howard County. This is an exciting opportunity for someone who enjoys a fast-paced environment, takes initiative, and is eager to grow within the role.About This OpportunityWhy You'll Love This Role:Estimated Salary: $60,000 based on...
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Dispatcher/logistics Coordinator
hace 6 meses
Colombia RVStaffing A tiempo completo**RedValley, the coolest and fast-growing company**, is seeking an experienced **Dispatcher/ Logistics Coordinator** to manage all aspects of logistics throughout our supply chain**. The Dispatcher/ Logistics Coordinator** will be responsible for organizing and providing efficient transportation and storage solutions for the entire lifecycle of our products,...
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Dispatcher/logistics Coordinator
hace 6 meses
Colombia RVStaffing A tiempo completo**RedValley, the coolest and fast-growing company**, is seeking an experienced **Dispatcher/ Logistics Coordinator** to manage all aspects of logistics throughout our supply chain**. The Dispatcher/ Logistics Coordinator** will be responsible for organizing and providing efficient transportation and storage solutions for the entire lifecycle of our products,...
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Service Desk Operations Coordinator
hace 7 días
Colombia Synergy ECP A tiempo completoJob Summary: We are seeking a highly skilled Service Desk Operations Coordinator to join our team at Synergy ECP. This role is responsible for managing ticket queues, prioritizing work, and assigning tasks to technical resources to ensure service levels and objectives are met.Key Responsibilities:Monitoring queues and assigning tickets to appropriate...
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Dispatcher/logistics Coordinator
hace 5 meses
Colombia RVStaffing A tiempo completo**RedValley, the coolest and fast-growing company**, is seeking an experienced **Dispatcher/ Logistics Coordinator** to manage all aspects of logistics throughout our supply chain**. The Dispatcher/ Logistics Coordinator** will be responsible for organizing and providing efficient transportation and storage solutions for the entire lifecycle of our products,...
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Dispatcher/logistics Coordinator
hace 6 meses
Colombia RVStaffing A tiempo completo**RedValley, the coolest and fast-growing company**, is seeking an experienced **Dispatcher/ Logistics Coordinator** to manage all aspects of logistics throughout our supply chain**. The Dispatcher/ Logistics Coordinator** will be responsible for organizing and providing efficient transportation and storage solutions for the entire lifecycle of our products,...
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Operations Coordinator
hace 4 semanas
Colombia New Ground Strategies A tiempo completoAbout the Role:We are seeking a highly detail-oriented and organized individual to support our innovative program in a competitive congressional race. As an Operations Associate, you will report directly to the Organizing Director and work closely with the Data team to ensure accurate payment of program participants.Key Responsibilities:Support organizing...
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Strategic Operations Coordinator
hace 3 semanas
Colombia High Scale Ai A tiempo completoAbout High Scale: A high-performance marketing agency committed to delivering exceptional results through innovative strategies and creative solutions. We're seeking an experienced Operations Manager to join our team and drive our day-to-day operations forward.Key Responsibilities: Oversee the efficient management of agency operations, ensuring seamless...