Investment Operations Specialist: Scale Systems

Martel Wealth Advisors, LLC, an independent fiduciary firm based in the Pacific Northwest, seeks an Investment Operations Associate to execute daily trading, rebalance client accounts, and build scalable processes. Reports to the Director of Portfolio Services and collaborates with advisory and client service teams. Ideal candidates have 5–15 years in investment or financial operations, strong control of workflows, and excellent communication. #J-18808-Ljbffr Martel Wealth Advisors, LLC