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Investment Operations Specialist - Custody & Trade Support

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: GFG Solutions
Full Time position
Listed on 2026-02-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Orlando is seeking an Investment Operations Specialist responsible for managing investment and client account activities. The ideal candidate should have 2-3 years of investment operations experience, a Series 65 license, and a strong attention to detail. Responsibilities include client account maintenance, trade processing, and ensuring compliance with SEC regulations. Operating in a fast-paced environment, the role demands excellent communication skills and familiarity with custodial platforms such as Charles Schwab and Orion.
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