About the Role:

A wealth management firm in Greenville is seeking an Operations Specialist with a strong interest in investments and portfolio administration. This role is central to investment operations and supports advisors by ensuring portfolios, trades, and client accounts are accurate, compliant, and well managed. If you enjoy working behind the scenes of investment portfolios and thrive in a fast-paced, detail-oriented environment, this role may be a strong fit.

Investment & Portfolio Responsibilities:

-Daily account monitoring and portfolio management system oversight
-Trade entry, aggregation, and reconciliation (equities, mutual funds, bonds)
-Performance reporting, billing, and benchmarking
-Cost basis tracking and research
-Investment Policy Statement preparation
-Support for year-end investment tax analysis
-Advanced Excel reporting and data validation
-Account & Client Operations
-Account onboarding, maintenance, and asset transfers
-Money movements, retirement account activity, RMDs, and client reporting
-CRM data management and advisor communication
-Responding to advisor and client inquiries with professionalism

This Role Is a Good Fit If You Have:

-1–3 years of experience in investment or financial services operations
-Experience with portfolio management and CRM systems
-Strong Excel skills and high attention to detail
-Knowledge of investment accounts, securities, and cost basis
-A finance, economics, or related degree (or equivalent experience)
-CRPC designation or willingness to obtain is a plus. Competitive benefits include PTO, 401(k), and additional offerings.

If this sounds like you, we would love to hear from you! Apply for this great role today.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.