Taurus Financial is boutique financial advisory firm serving high net worth and business clients across the country. We are seeking an enthusiastic and motivated person to join us as an investment operations associate.
Investment operations associate plays a crucial role in the daily activities of our firm by providing support in various operational areas, ensuring smooth and efficient processes, and maintaining compliance with industry regulations. Potential to transit into Financial Advisor role.
Office Location: Jersey City, close to the Exchange Place Path Station
Employer website: www.taurus-fin.com
Responsibilities:
- Client account management: Assist with opening, closing, and updating client accounts, ensuring accuracy and compliance with applicable regulations and firm procedures.
- Trade and transaction processing: Accurately and timely process various clients' trades and transactions, including client order submission, wire/ACH/journal move money, account transfer from other broker/dealers.
- Client service: Provide services to clients by answering inquiries, resolving issues, and addressing concerns related to their accounts and transactions.
- Reporting: Generate regular reports on operational activities, performance metrics, and areas for improvement. Assist in the preparation of compliance-related reports as required.
- May transition into the role of a Financial Advisor or Financial Planner
Skill & Qualifications:
- Extreme accuracy and attention to details is required.
- Fluent in both English and Mandarin
- Bachelor’s degree or above
- 1-5 years experience
- Ability to multi-task and take initiative.
- Excellent organizational and time management skills
- Strong written and verbal communication skills
- Accounting or business related major is preferred.
- Insurance experience is preferred.
- Motivated self-starter capable of performing duties with minimal oversight. Ability to work independently and exercise excellent judgment.
To apply please send resume to info@taurus-fin.com
After two years can transition into an investment analyst role or financial advisor track.
We sponsor H1b and Greencard
If less than 1 years wealth management industry experience: $55k-60k base salary + 10-20% discretionary bonus.
If >1 year work experience: $60k-70k base+ bonus.
All salary and packages are subject to negotiation based on professional experience level and skill sets.
Job Types: Full-time, Contract
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Physical setting:
Schedule:
Education:
Experience:
Language:
Ability to Relocate:
- Jersey City, NJ 07302: Relocate before starting work (Required)
Work Location: In person