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East Texas, Texas

Legacy Consulting Group Logo
Legacy Consulting Group

Plano, Texas

Temperature Equipment Corp (TEC/NEC) Logo
Temperature Equipment Corp (TEC/NEC)

Tinley Park, Illinois

Core Specialty

Cincinnati, Ohio

The Foundry Financial Group, Inc. Logo
The Foundry Financial Group, Inc.

Laconia, New Hampshire

Great Lakes Dental Partners Logo
Great Lakes Dental Partners

Chicago, Illinois

Videojet Technologies

Wood Dale, Illinois

Sky's Edge Wealth, Ameriprise Financial LLC Logo
Sky's Edge Wealth, Ameriprise Financial LLC

Madison, Wisconsin


Jefferson City, Missouri

Crane Composites Logo
Crane Composites

Channahon, Illinois

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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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