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Investment Operations Associate About Point Wealth Management: At Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and serve their clients, their families and their communities in powerful ways." We are an experienced Wealth Management team serving high net worth individuals, business owners, and families. Our clients value our relationship-oriented approach that enables them to make educated decisions with efficiency and confidence. Our office is in Melville, NY. Role Overview: We're seeking a detail-oriented Investment Operations Associate to join our growing team. This role is crucial in supporting our advisors and ensuring smooth operations for our clients' accounts. At Point Wealth Management, we believe in nurturing talent and providing opportunities for growth. As an Investment Operations Associate, you'll have the chance to expand your skills, obtain additional certifications, and advance your career within our supportive team environment. Key Responsibilities: • Process new accounts and client requests, ensuring all documentation is complete and approved., • Facilitate various money movements including ACATs, Wires, ACHs, Journals, and Check Requests., • Review daily activity and reconcile client accounts to ensure accuracy., • Assist in client meetings as needed, providing support and expertise., • Respond to client inquiries regarding accounts, policies, and procedures., • Manage the client experience, providing proactive communication throughout the onboarding process., • Participate in special projects related to investment research and tax mitigation strategies., • Contribute to the team's thought leadership through research and content creation., • Participate in client education initiatives and seminars., • Collaborate with other departments to enhance cross-functional efficiencies. Qualifications & Skills: • Bachelor's degree in Finance or related field, • 1+ years of investment operations and analysis experience, • FINRA Series 7 and 63 or 66 (preferred, not required), • Proficiency in Microsoft Office Suite, • Strong analytical and problem-solving skills, • Detail-oriented with a focus on client service, • Excellent verbal and written communication skills, • NY Life and Health Insurance License (or willingness to obtain within 3 months) What We Offer: • Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday), • Competitive salary, • Performance-based bonus (eligible after 3 months), • 401(k) with company match, • Comprehensive health, dental, and vision insurance, • Group long-term disability insurance, • Paid time off, • Professional development opportunities and significant potential for growth, • Support for obtaining additional certifications (e.g., Series 7, CFA, CFP), • Collaborative team environment with regular team-building activities, • Chance to build relationships with high-net-worth clients, • Exposure to advanced areas such as alternative investments, • Work-life balance and a culture that values your ideas and contributions How to Apply: Please visit our website (___) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're excited about this opportunity. Join us in our mission to deliver exceptional wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required, • 3+ years’ experience working as a sales assistant/RCSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educat

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DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Join us in our mission to deliver exceptional wealth management services while growing professionally in a dynamic and rewarding environment. We are an experienced Wealth Management team serving high net worth individuals, business owners, and families. At Point Wealth Management, we believe in nurt

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral bonuses.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

The Analyst will partner with senior originators and product team members to help drive pipeline management, competitive positioning, and high-quality client and internal materials. Maintain structured finance pipeline, prepare summaries for senior management, and support opportunity prioritization,

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese