Advisory Operations Specialist
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-29
Listing for:
Social Capital Resources
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Compliance
Job Description & How to Apply Below
Social Capital Resources, a rapidly growing Charlotte-based Registered Investment Advisor, seeks Advisory Operations Associates to support daily advisor needs and onboarding. You will handle client accounts, cash requests, and serve as the main operational contact for advisors and staff, coordinating with custodians and internal teams to resolve issues.
The role emphasizes accuracy, organization, and teamwork, with opportunities to contribute to process improvements and special projects.
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