Investment Operations & Trading Associate
Stavis Wealth
Position Overview Investment Operations & Trading Associate – Support clients with day‑to‑day operations, ensuring smooth processes and accurate paperwork. Key Responsibilities Operational Support: Open and maintain client accounts, ensure documentation is complete and accurate; daily reconcile client holdings. Account Transfers: Facilitate transfers from broker dealers, custodians, agencies, and banks. Trading & Trade Reconciliation: Verify accurate and prompt execution of daily trades; resolve discrepancies with internal teams and custodians; manage block trading. Data Entry & Reporting: Keep records in CRM and portfolio management systems (e.g., HubSpot, WealthBox, Advyzon); generate periodic client account, trade, and performance reports. Investment Performance Reporting: Assist with Investment Policy Statements and Investment Management Agreements; produce quarterly investment reports and year‑to‑date policy performance summaries. Communication & Coordination: Work with portfolio managers, advisors, and custodians to facilitate trades and account updates; keep clients informed about transactions and portfolios. Compliance Assistance: Ensure processes comply with industry regulations and company policies; support SEC compliance documentation and audit requirements. Problem Solving: Identify issues in client accounts or transactions; collaborate with team members to develop effective solutions. Qualifications Bachelor's degree in Finance, Business Administration, or related field preferred. 2+ years of experience in client services or operations within financial services. Series 7 preferred. Experience with trade reconciliation and familiarity with investment accounts. Trading and block trading experience. Proficiency in CRM and portfolio management systems (HubSpot, WealthBox, eMoney, Advyzon). Strong attention to detail, organizational skills, and excellent communication and interpersonal skills. Ability to prioritize tasks and manage time efficiently in a fast‑paced environment. Knowledge of SEC regulations and industry compliance standards is a plus. #J-18808-Ljbffr Stavis Wealth
$17.9 - $22.39 per hour
...Salary Range USD 17.90 - 22.39 per hour* Job Overview As a Merchandise Operations Associate, you will support the daily operations of merchandise under the Merchandise Operations Team Supervisor/Manager. Your responsibilities will include processing, placement, maintenance...SuggestedHourly payFull timeFlexible hours060 SAKS & CO LLC
Houston, TX22 hours ago$17.9 - $22.39 per hour
...Merchandise Operations Associate Salary Range $17.90 - $22.39* WHO WE ARE: Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style. Since its inception in 1924, the company...SuggestedFull timeFlexible hoursSaks Global
Houston, TX10 days ago$21.33 - $26.66 per hour
...and other job‑related factors. Role Overview Under the leadership and reporting to the Merchandise Operations Team Supervisor/Manager, the Merchandise Operations Associate supports the daily operations of merchandise including processing, placement, maintenance and...SuggestedHourly payFull timeFlexible hours060 SAKS & CO LLC
Houston, TX22 hours ago- 060 SAKS & CO LLC is seeking a Merchandise Operations Associate in Houston, Texas. The role involves supporting daily operations of merchandise, ensuring proper placement and providing excellent customer service. The ideal candidate will be physically able to lift and...Suggested
- Ulta in Houston, Texas is seeking a Task Associate (TA) responsible for operational excellence to deliver exceptional guest experiences. Responsibilities include stocking merchandise, maintaining cleanliness, and ensuring compliance with company standards. The ideal candidate...SuggestedWork experience placement
$14.1 per hour
...store cleaning tasks effectively and efficiently and complete operational processes as needed to provide an excellent customer experience... ...and offering assistance with products and services All associate roles at Kohl's are responsible for: Acting with integrity...Part timeFlexible hoursNight shiftKohl's
Houston, TX1 day ago- ...music. We believe in creating inclusive environments that put our customers first all the while fulfilling our mission. As our Operations Associate, you will be responsible shipping and receiving stock/shipments, administer daily tasks, and ensure product is merchandised...Work at officeLocal areaWeekend workAfternoon shift
- A leading music retail company in Houston is seeking an Operations Associate to manage inventory control and ensure excellent customer experiences. The role involves shipping and receiving gear, stocking merchandise, and maintaining organization in a fast-paced environment...Work at office
- ...Ulta Beauty, Inc. is hiring a Task Associate in Houston, Texas. This role is integral to operational excellence, focusing on sales support and ensuring a clean, well-stocked store environment. The ideal candidate should have a high school diploma and 1 year of relevant...
Ulta Beauty
Houston, TX22 hours ago - TW Work Solutions is partnering with a confidential investment management client to identify an Investment Operations Analyst to join their growing team. This is an excellent opportunity for a finance, accounting, banking, audit, or investment professional with 1-5 years...
$16.5 per hour
Primark in Houston is seeking an in-store Operations Support colleague to enhance operational excellence and ensure a safe shopping experience for customers. You will support the Store Manager and EHS Lead with operational tasks and maintain a safe working environment....Hourly pay- Operations Specialist Fertilizer Trading About the Role We are searching for a detail-oriented and proactive individual who can manage and execute end-to-end trade operations for our Fertilizer Trading team. The operations specialist should feel comfortable communicating...
- Express & Bonobos is seeking an Associate Manager for their Houston Galleria location. This role involves supporting the store manager with operations, staff management, and training to ensure an exceptional shopping experience for customers. Applicants should have 3-5...
- ...The Commercial Operations Specialist is responsible for coordinating the client's offtake... ...record keeping of contracts and transactions associated with the client's LNG value chain. This... ...role. Prior experience in international trade cargo scheduling (e.g., crude oil),...Work at office
OPTIMUS (TX)
Houston, TX4 days ago - ...Commercial Operations Specialist An energy organization is seeking a Commercial Operations Specialist to support end-to-end coordination... ...Management Input and maintain transaction data within trading and risk management platforms Update forecasts and...Temporary work
Burnett Specialists
Houston, TX22 hours ago - Macquarie Bank Limited is seeking a Market Service Operations Treasury Executive in Houston to support end-to-end lifecycle of FX and interest... ...monitor cash positions, resolve exceptions, and work with trading, treasury and risk teams to maintain controls in a fast-paced...
- A private Christian school in Houston is looking for a part-time Campus Coordinator for the 2026-2027 school year. The role involves coordinating campus activities, assisting teachers, managing correspondence, and ensuring an effective learning environment. Ideal candidates...Part time
- CORDA Investment Management is seeking an Accounting & Operations Specialist to support financial operations and client services. Located in Houston or Dallas, the role requires attention to detail, proactive problem-solving, and experience in financial services. In this...
- Snap Kitchen in Houston, Texas is looking for part-time team members for their retail operations. The role requires early morning availability on Tuesdays, Thursdays, and Sundays. Responsibilities include maintaining store hygiene, providing customer service, managing...Part timeDay shiftEarly shift
$19.5 per hour
The Houston Area Womens Center is seeking a Part-Time HR Operations Administrative Assistant to undertake a variety of administrative HR duties. This role is essential for supporting HR operations and involves tasks such as compliance audits and maintaining the HR Information...Hourly payPart time3 days per week- ...features. Are you energized by the thrill of crafting winning strategies and driving high-impact deals? Join us as a Commercial Operations Specialist and become a key player in shaping how we deliver value to our customers. In this role, you’ll collaborate across global...Full timeWork at office
- CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net... ...Type On-site Department Finance & Operations Accounting & Operations Specialist We are... ...new account setup from opening through trading Support estate account processing from...Permanent employmentFull time
- Trafigura Group in Houston is seeking a Power Scheduling Analyst to manage day-to-day operations for physical and financial trades. This role requires collaboration with internal teams and market operators, as well as ensuring compliance with market rules and regulations...
- Position Summary The Trading Operations Analyst will support the North America Power team with market analysis, trading support, electricity cost reporting, and data organization. This role will be focused on gathering, cleaning, sorting, and organizing large volumes of...Work at officeLocal area
- TW Work Solutions is searching for an Investment Operations Analyst in Houston, Texas. The role involves managing banking relationships, maintaining investment reports, and performing financial analyses. This position is ideal for candidates with 1-5 years of experience...
- ...enable asset owners to optimize infrastructure health, drive operational efficiencies, reduce risk, and minimize their carbon footprint... ...financial models to support business initiatives and investment decisions. Identify and drive continuous process improvements...Work at officeRemote work
Grandir UK
Houston, TX2 days ago $74.1k - $108.6k
...Position: Operation’s Associate Department: Operations EEO Code: 4-1 Exempt/Non-Exempt: Exempt Date Revised: September 30th, 2015 The following is not intended to represent an all-inclusive list of job responsibilities, but to outline the ESSENTIAL FUNCTIONS of the position...Temporary workWork at officeFlexible hoursNight shiftPowerToFly
Houston, TX22 hours ago- ...School Operations Associate (26-27) Full-time Start Date: Next year opening Department: School-based Support Company Description About KIPP Texas Public Schools KIPP Texas Public Schools is a free, public charter school network with more than 45 Pre-K...Full timeMonday to FridayFlexible hours
Kipp
Houston, TX2 days ago - ...Event Operations Associate Confidential – Houston, Texas, United States About this position We are seeking an Event Operations Associate to support in‑person events and assist with day‑of event coordination. This role involves working as part of a team to prepare event...Flexible hoursAfternoon shift
Confidential
Houston, TX3 days ago - ...new products and services to meet customer needs and improve customer satisfaction. Assist in partner marketing activities such as trade shows and other promotional events. Manage expenses for travel within budget. Required Qualifications Bachelor's degree in...Relocation package
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