Client-Focused Investment Ops & Trading Associate
Stavis Wealth
Stavis Wealth in Houston, Texas is looking for an Investment Operations & Trading Associate to support clients with daily operations and ensure accurate paperwork. The role requires managing client accounts, facilitating account transfers, and verifying daily trades. Ideal candidates will possess a bachelor’s degree in Finance or Business Administration, have 2+ years of experience, and familiarity with CRM systems such as HubSpot and WealthBox. Knowledge of SEC regulations is a plus. #J-18808-Ljbffr Stavis Wealth
Vacancy posted 1 day ago
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