Investment Operations - Finance 9/15/2016

AppleOne Los Angeles, CA

Company
AppleOne
Job Classification
Full Time
Company Ref #
22964442.1096
AJE Ref #
576184001
Location
Los Angeles, CA
Job Type
Regular
Required Licenses/Certifications
df-aj

JOB DESCRIPTION

APPLY
A financial firm is looking for an Investment Operations Assistant. Will prepare, process and manage all new account paperwork, then follow and verify the process from start to finish. Will process and maintain all information related to outside asset investments. Request paperwork from the outside funds; complete paperwork and send to clients for signature; ensure funds available in account for investment, if not, advise managers to raise cash; send paperwork to fund in a timely manner for investment. We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Job Experience:

Excel