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Bachelor's Degree preferred (or equivalent work experience)
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Series 65 required upon hire.
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0-2 years of relevant experience; internships or exposure to finance a plus
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Commitment to providing exceptional client service.
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Strong communication and organizational skills.
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Ability to prioritize tasks and follow established procedures.
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Attention to detail and willingness to learn new systems.
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Familiarity with Microsoft Office (Outlook, Word, Excel, PowerPoint).
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Comfort with technology systems and data entry.
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Billings, MT, MT $85,000 - $135,000 (USD) per year1 day ago
investment operations associate - Billings - Stockman Bank
Description
Position General Responsibilities:
The Investment Operations Associate provides foundational support to the investment operations team, assisting with trade processing, reconciliations, and portfolio maintenance. This focuses on executing routine tasks accurately, maintaining organized records, and learning the firm's trading platforms and custodial processes. Associates work closely with the Director of Investment Operations to support advisors and ensure smooth operational workflows.
Education, Experience and Certification Requirements
Basic Qualifications:
Note: Travel is required for this position and may include overnight trips.
Dimension of Job:
Requires developing knowledge of investment operations, custodial processes, and compliance standards.
*Internal candidates will be considered at any of our current locations.
For full description, which includes physical mental demands please see attachment.
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Operations Associate
Only for registered members Billings, MT
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investment operations associate
Only for registered members Billings
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Branch Operations Associate Manager
Full time Only for registered members Billings
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Branch Operations Associate Manager
Only for registered members Billings
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investment operations associate
Full time Only for registered members Billings
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Branch Operations Associate Manager
Only for registered members Billings, MT
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Operations - Delivery Driver CDL-B/Warehouse Associate I
Only for registered members Billings, MT, USA
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Retail Operations Supervisor
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Retail Customer Service Supervisor
PetSmart- Billings
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Travel Cardiovascular Technologist
Freelance Integrated Healthcare Services- Billings
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Experienced MH-139 Logistics Representative
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Omnichannel Associate
Only for registered members Billings, MT
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Transportation Supervisor
Full time Only for registered members Billings
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Travel Cardiovascular Technologist - 3,220 per week
Integrated Healthcare Services- Billings
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Travel Invasive Cardiovascular Technologist - 3,400 per week
Freelance American Traveler- Billings
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Registered Radiology Technologist
Intermountain Health- Billings
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Night Operations Assistant Manager In Training
Only for registered members Billings
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Travel Invasive Cardiovascular Technologist - 3,400 per week
American Traveler- Billings
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Propane Driver
Only for registered members Billings, MT, MT
