RIA Investment operations support

Employer
Gordon Asset Management, LLC
Location
Durham, North Carolina
Salary
$15-25/hour based on experience
Closing date
Jun 6, 2022

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Job Role
Administration
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing
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We are looking for a student who wants to experience all aspects of investment operations, from interfacing with our custodians, Schwab/TD, to our performance reporting software, Morningstar, and our online financial planning portal, Right Capital. The hub of all client relations is our CRM, Red Tail. This is a paid internship.  Schedule is flexible to family commitments, vacation, etc....

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