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Financial Services Financial Advisor

Investment Ops Specialist: Wealth Admin & Trade Support

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Blue Trust
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services company in Alpharetta is looking for an Investment Operations Specialist to manage investment accounts and provide administrative support to Private Wealth Advisors. The ideal candidate will have a Bachelor's degree and experience in financial services, a deep understanding of investment acumen, and strong MS Office skills. This role involves portfolio management, new account setups, and ensuring compliance with company policies.

Applicants should possess excellent attention to detail and communication skills.
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