Investment Operations Analyst, Centralized Services
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-09-09
Listing for:
Blue Trust
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Blue Trust, a wealth management and trust services firm, seeks an Investment Operations Specialist, Centralized Services in Alpharetta, GA to provide investment account management and administrative support to Advisors. You will handle portfolio reconciliation, data verification in Orion, and participate in new account setup while serving teams nationwide from the Blue Trust National Office.
You will contribute to maintaining accurate portfolio performance, support custodial relationships, and
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