Company Description

Invenio Wealth Partners, LLC is a team of wealth management professionals specializing in financial planning, investment management, and consulting for high-net-worth individuals and institutions. We provide objective, independent advice and management using state-of-the-art technology and industry-leading research. Our focus is on aligning with our clients' best interests in all our endeavors.

Role Description

This is a full-time in office role as an Operations Associate at Invenio Wealth Partners, LLC in Coral Gables, Florida. The Operations Associate will be responsible for various day-to-day operational tasks in support of the wealth management team, ensure smooth operations, and deliver excellent customer service. Successful candidate will have a reliable work ethic, multi-tasking skills, and “can do” attitude along with a high degree of professionalism and ability to handle sensitive or confidential information with discretion.

Qualifications

3+ years of experience in an investment management or financial services firm
Operations and Analytical Skills
Strong interpersonal and communication skills
Attention to detail and organizational skills
Ability to multitask and prioritize effectively
Strong proficiency in Word, Excel, PowerPoint and other Microsoft Office applications, and experience with performance reporting software a plus
Experience with Pershing Netx360 strongly preferred
Bilingual English/Spanish a plus

Compensation and Benefits

Compensation and benefits are competitive and commensurate with skills and experience.

Invenio Wealth Partners, LLC

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Operations Associate