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
View more
- 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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