Investment Operations Coordinator

hace 3 horas


Colombia Kestra Financial Independent Advisor A tiempo completo
Job Summary

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 Role

This 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.
About You

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.
What We Offer

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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