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Investment Operations Associate — Certification Support
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-07-01
Listing for:
Point Wealth Management
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Point Wealth Management is looking for a detail-oriented Investment Operations Associate in Melville, NY to support client accounts and enhance operational efficiency. Ideal candidates have a Bachelor's degree in Finance and at least 1 year of experience in investment operations. In this dynamic role, you will manage new accounts, facilitate money movements, reconcile accounts, and support client needs. The position also offers opportunities for professional development and performance-based bonuses.
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Position Requirements
10+ Years
work experience
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