Job Details
Company Description
C2P Enterprises, a dynamic and growth-oriented SEC Registered Investment Advisor, is on the lookout for an Investment Operations Associate to join our team. We offer a collaborative environment where your expertise in financial operations will be valued and nurtured. If you're passionate about the financial services industry and thrive in a fast-paced, innovative setting, we invite you to be a part of our success story.
Role Summary
In this pivotal role, you will support our Director of Investment Operations, playing a key role in streamlining our investment operations, enhancing our client-advisor interactions, and contributing to our strategic objectives. This position offers a unique opportunity to expand your technical and organizational skills within an engaging and professional team setting. The Investment Operations Associate will be responsible for day-to-day tasks, including but not limited to, managing investment transactions, reconciling accounts, producing reports, and supporting the investment operations team. This is a hybrid position located in the Charleston, South Carolina Metropolitan Area.
Key Responsibilities
- Regularly interact with advisors, custodians, and clients, ensuring clear and effective communication (must be comfortable regularly communicating over phone and video).
- Facilitate the acquisition of new accounts including paperwork, agreements, and setup.
- Collaborate with internal teams to provide outstanding service to our clients and partners.
- Assist the Management Team in the coordination of company-wide metrics reports and analytics
- Quickly adapt to and proficiently use new technologies to enhance operational efficiency and service delivery.
- Excellent multitasking skills, with the ability to prioritize and manage multiple tasks effectively.
- Analytical skills and attention to detail.
- Ability to work in a fast-paced and dynamic environment.
Qualifications
- Bachelor's Degree in Business, Accounting, Finance, Economics, or related field; relevant experience may substitute for educational requirements.
- 2-4 years of experience in financial services or investment operations, preferably in an RIA or Broker/Dealer environment.
- Proficiency in Microsoft Office Suite and Adobe Acrobat.
- Experience with Charles Schwab and Fidelity and/or other custodian based software.
- Experience with Orion Advisor preferred but not required.
Personal Qualities
- Attentive and Precise: Takes care with details and aims for accuracy in all responsibilities.
- Trustworthy and Professional: Upholds confidentiality with integrity and engages with all levels of staff professionally.
- Flexible and Efficient: Comfortably adapts to a dynamic workload and efficiently manages multiple priorities.
- Supportive Team Player: Maintains poise under pressure and contributes positively in team settings.
- Engaging Communicator: Enjoys connecting with others through regular phone calls and proactive communications.
Why Join C2P Enterprises?
- Competitive compensation and benefits package.
- Opportunities for professional growth and career advancement.
- A culture that values diversity, inclusion, and employee well-being.
- Access to cutting-edge tools and resources in the financial planning industry.
About Our Organization
Four Companies. One Vision. C2P Enterprises is a holding company comprised of four distinct brands, each designed to simplify financial planning for advisors and the clients they serve.
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