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Investment Office Operations Manager

Orlando, FL 32801

Posted: 12/13/18 Employment Type: Contract To Hire Job Number: 15421

Investment Operations Manager opening in the Downtown Orlando area!

KNOWLEDGE/SKILLS/ABILITIES:

  • Series 7 and 66 Licenses
  • Investment experience
  • Organizational skills
  • Detail-oriented
  • Analysis skills
  • Entrepreneurial mind-set
  • 2-15 license
  • CFP or CFA a plus

Approximately 60% of the duties will involve back-office paperwork, with 40% to be client facing.

Salary and benefits package offered!

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