Accounting & Investment Operations Specialist

Accounting & Investment Operations Specialist Launch your career in accounting, finance, and investment operations. Are you a recent graduate or early-career professional looking for an opportunity to gain broad exposure across accounting, investments, financial planning, and wealth management? This is a unique opportunity to build valuable skills in a collaborative office environment where you'll work alongside experienced professionals and learn how complex financial matters are managed for high-net-worth clients. We're looking for a detail-oriented, curious, and motivated individual who enjoys problem-solving, working with numbers, and learning new systems and processes. This role offers hands-on experience and professional growth across multiple disciplines that few entry-level positions can provide. What You'll Do Assist with investment account openings, transfers, and account maintenance Prepare and organize investment and custodial documentation Reconcile transactions, cash acti...

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