Investment Operations Analyst
- Employer
- Evergreen Gavekal
- Location
- San Francisco, California
- Salary
- $100k+ depending on experience
- Closing date
- Aug 17, 2024
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- Job Role
- Administration
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Not necessary
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Evergreen is continuing to expand its San Francisco Bay Area office. We are looking for a professional who is passionate about working in wealth management. This person should be personable, detail-oriented and be able to work with limited supervision. We are a small team and are looking to invest in someone for the long term. The new Associate would work in Schwab Advisor Center, Tamarac, Salesforce, among other platforms.
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