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STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

Collier County Board of County Commissioners

Naples, Florida

Harbor Capital Advisors

Boston, Massachusetts

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

Carnegie Investment Counsel Logo
Carnegie Investment Counsel

Cleveland, Ohio

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Investment Operations Associate
Notifies trading team of trades/deposits Completes planning memo in a timely fashion Direct business submission; App Complete submissions; PIPS/SWPS; POA Affidavits for advisory accounts Completes E-blotter for all checks and security certificates and maintaining copies of checks and certificates in a compliance file Prepares and processes investment account applications, proposals and other investment-related forms Prepares RIA kit for each new prospective client Processes and maintenance of SBLOCs Updates Opportunities report daily for pending, not submitted, and completed investment activity Updates advisors weekly on the opportunity report Tracks and submits annual client retainer fees Co


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