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.