What are the responsibilities and job description for the Operations Associate - Wealth Management position at Ascendo Resources?
We are seeking an Operations Associate that has experience working on the securities operational side. The ideal candidate must be responsible for the following:
- Responsible for generating trade instructions
- Responsible for trade execution, trade settlements and account reconciliation
- Conduct monthly client reporting and presentation process
- Interact and communicate with banking and other third party relationships to price securities, execute trades and solve operational tasks.
- Communicate with internal team members such as Portfolio Managers and Accounting team to ensure smooth operational process.
Requirements
- 3 years of experience working with securities in an operational environment within a Broker Dealer, RIA or Hedge Fund
- Proficient with Excel, PowerPoint and Bloomberg
- Bachelor's degree in Finance, Accounting, or related degree