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Philadelphia Estate Planning Council


Senior Investment Operations Associate - Legacy Advisors

Saturday, October 21, 2023 1:44 PM | Anonymous

The Senior Investment Operations Associate is responsible for the management and oversight of the Investment Operations Team, a critical piece in executing Legacy’s objective of delivering a superior client experience. This role requires collaboration across various departments and associates throughout Legacy. In this role, you will be managing the new client onboarding process from start to finish including account transfers, account openings, money movements, data feeds, performance reporting and client directed trading. Ongoing refinement of Investment Operations workflows and processes to increase efficiencies will be imperative. Oversight of accurate deployment of client and firm-related tasks such as asset transfers, preparation of reports and ongoing support of their portfolio and investment strategies will be a significant part of this position. You’ll play an integral part in helping our clients implement their investment planning strategies to ensure their assets are always aligned with their objectives.

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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