RIA Investment operations support

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

View more

Job Role
Employment Type
Part Time
Experience Level
CFP® Certification
You need to sign in or create an account to save a job.

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....

Apply for RIA Investment operations support

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert