On-Site Investment Ops Associate — Charleston (401k/PTO)
Advisors Excel, LLC
Curran Financial Partners in Charleston, SC seeks an Investment Operations Associate to support day-to-day trading and operations in a wealth management setting. The role emphasizes accuracy, compliance, and collaboration with advisors and custodians. The candidate should have a Bachelor’s degree, 1+ year of relevant experience, and familiarity with trading, portfolio operations, and Microsoft Office. Series 65 is preferred; strong attention to detail is essential. #J-18808-Ljbffr Advisors Excel, LLC
Vacancy posted 3 days ago
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