Investment Operations Associate

Live Well Capital, Private Client Group — Troy, Michigan (Hybrid)

Live Well Capital is seeking a detail-oriented and motivated Investment Operations Associate to join our team in Troy, Michigan. This is a hybrid position offering the flexibility of both in-office and remote work.

You will play a key role in supporting the day-to-day operations of our investment practice, ensuring accuracy, efficiency, and an exceptional client experience. This role involves opening and managing many different types of investment accounts, and at times handling a high volume of work. Strong working knowledge of account types, documentation requirements, and operational workflows is essential to success in this position.

• Open, process, and monitor a variety of investment accounts, including transfers, contributions, and distributions
• Prepare and review client account documentation for accuracy and completeness
• Maintain and update client records in the firm’s portfolio management and CRM systems
• Coordinate with internal teams and external vendors to ensure seamless operations
• Stay current on industry regulations, firm policies, and operational best practices

• Highly preferred:
  Active Series 7 or SIElicense at time of hiring. If you do not hold the Series 7, you must have industry experience and be willing to obtain the license
• Preferred:
  Bachelor’s degree from an accredited institution
• 1-2 years of experience in investment operations, financial services, or a related field
• Proficiency with portfolio management software and CRM platforms
• Strong attention to detail with excellent organizational and time management skills
• Ability to work both independently and collaboratively in a hybrid environment
• Professional communication skills, both written and verbal

• Competitive compensation: $50,000 - $63,000 annually
• Hybrid work schedule with in-office collaboration in Troy, MI
• Comprehensive health, dental, vision, life, and disability coverage
• Retirement plan with employer match
• Opportunities for professional development and career growth