Investment Operations Associate

Responsibilities: The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities and additional duties may be assigned. Produce and oversee the production of client portal and performance reports Manage and execute the Private Client billing process, ensuring the accuracy of billing Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software systems Ensure data accuracy and integrity in Tamarac. Serve as a backup trader for client accounts as directed Participate in the firm’s Investment Committee Specific Measures of Success Quickly responds to requests and resolves open tasks Proactively eliminates obstacles before they become issues Ensures accuracy in work while driving improvements to team processes and efficiency Demonstrates efficiency in working with multiple advisors across multiple sites by leveraging firm resources and tools

Job Requirements: Minimum 1 year of experience in financial services, client service, portfolio/administrative operations, and/or related investment operations role within the financial services industry. Education College degree in Finance, Investments, or Business, or comparable experience. Skills and Knowledge Always focused on client needs and customer service Detail-oriented and methodical Demonstrated problem-solving abilities Follows up and follows through Exceptional organizational skills with a proven ability to multitask and manage multiple projects A team player with good interpersonal skills and the ability to work collaboratively across departments Excellent oral and written communication skills Ability to excel in a fast-paced, changing environment A self-starter who is assertive, proactive, independent, flexible and accommodating Expert in Microsoft Excel and other Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Tamarac, Salesforce, or ByAllAccounts is a major plus. Requirements/

Additional Information: Starting base salary range: $60,000-$70,000, with the opportunity to earn a discretionary annual bonus of up to 10% of earnings. Within 2-3 years, the Investment Operations Associate will be encouraged to obtain an advanced investment designation This individual will report to the Director of Investments The first 90 days will include an extensive onboarding/training program. After the first 90 days and with the manager’s approval, the candidate may be eligible to work from home for a specified number of days per month. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including: Health, Dental, and Vision Insurance Offered Health Savings Accounts and Flexible Spending Accounts 401(k) Plan with employer match and discretionary profit-sharing contributions GREEN Units (phantom equity ownership in the firm after two years) Sabbatical after 7 years of service Paid Short-Term and Long-Term Disability Insurance Paid Group Life Insurance Employee Assistance Program Free financial planning and investment advice Annual professional development stipend for continuing education, courses, conference attendance, etc. Matching Charitable Gifts Program Stand-up desks, dual computer monitors, and team engagement events Paid parking in our adjoining garage Greenspring is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason including, but not limited to, race, religion, sex, national origin, age, or disabled status.