Investment Operations Specialist – Part-Time, Hybrid
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst -
Business
Financial Advisor / Consultant, Financial Analyst
Financial Designs Ltd. in Denver is seeking an Investment Operations Assistant to provide high-touch client service and administrative support for the investment advisory business.
This part-time role (30 hours weekly) focuses on account setup, maintenance, and processing client transactions with confidentiality and professionalism. The ideal candidate will have a Finance-related degree, 3–5 years in the investment space, and strong skills in MS Office, Excel, CRM, and portfolio systems.
We would love to welcome a new Investment Operations Specialist – Part-Time, Hybrid to our group in Denver, CO, United States.
Join us at Financial Designs Ltd. as our next Investment Operations Specialist – Part-Time, Hybrid in Denver, CO, United States.
We are currently recruiting a Investment Operations Specialist – Part-Time, Hybrid for our team in Denver, CO, United States.
This is a great opportunity to take on the Investment Operations Specialist – Part-Time, Hybrid role at Financial Designs Ltd.
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