Job Summary Investment Operations Associate
- Enter and document trades and wire transfers to execute investment plans for clients
- Open new client accounts and collect required documentation
- Perform KYC (Know Your Client) checks on clients
- Complete subscription documents for clients and internal investment funds
- Attend client meetings to support Investment Advisors
- Assist family office clients with ad hoc projects and requests
- Enter and verify data for reporting purposes
- Gather and organize client and investment documentation
- Onboard new family office clients
- Update CRM data and manage workflows
- Provide support to other team members as needed
- Deliver high-quality service to clients
- Maintain a high level of organization and attention to detail
- Communicate effectively with wealthy families and executives
- Handle sensitive matters with discretion and confidentiality
- Learn and adapt to new systems quickly
- Uphold a positive, service-oriented, and proactive attitude
InfraHire is an Equal Opportunity Employer
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