Investment Operations Associate Salary at Archpoint Investors Llc BETA

Seeking a Financial Operations Specialist to join a growing financial services team in Fort Lauderdale! This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to make decisions independently. Your role: Build and maintain strong relationships with clients by understanding their needs, addressing inquiries promptly, and proactively offering solutions to enhance their experience. Serve as the primary point of contact for client inquiries and provide timely and accurate responses via phone, email, or other communication channels. Resolve client issues effectively and ensure a high level of client satisfaction. Assist in onboarding new clients, ensuring a smooth transition and proper implementation of our products or services. Provide ongoing support and guidance to existing clients, including conducting regular chec

Job Description Job Description The Operations Associate is primarily responsible for the review of new accounts, account maintenances and asset movement processes. JOB RESPONSIBILITIES/MAIN FUNCTIONS Review account opening documentation to ensure it complies with regulatory guidelines and internal policies and procedures. Assessment of plausibility and reasonability of SOW and financial information. Maintain, respond, and update custodian requirements for account opening process. Inform clients on any documentation deficiencies. Monitor any pending or missing information from customers and prepare the corresponding status reports. Process client’s requests including changes in personal information, financial data, asset movement requests and others. Process client’s requests for additional services provided by the custodian such as debit cards, checks and other financial services. Support with general inquiries from clients. Ongoing training and information sharing with clients. Serve

We are seeking a highly motivated and detail-oriented professional to join our Family Office team as a Finance & Operations Associate. This role offers a unique opportunity to work closely with attorneys, financial advisors, contractors, and tax professionals while playing a key role in the financial management, reporting, and project oversight for the group. The ideal candidate is organized, proactive, and has a strong background in accounting and finance, with experience managing complex projects and multi-entity financial structures. Your Role: Assist in the overall financial management of the Family Office. Maintain accurate financial records in QuickBooks and Excel, including: Prepare internal financial reports and support reporting needs related to investments and asset management. Report regularly to the founder and principals on the financial status of various investments. Coordinate with tax advisors to support compliance across multiple entities. Assist in the preparation and

About PayCargo PayCargo is the trusted, global platform for logistics, helping businesses navigate the complexities of payments and invoice processing. Backed by deep industry knowledge and unrivaled AI technology, the solutions streamline financial workflows, improving transparency, and enhancing productivity. With real-time payment capabilities and a network of 5,000+ vendors-including MSC, Maersk, ZIM, and leading air, rail, and terminal partners-PayCargo improves cash flow and ensures faster, more reliable cargo movement. Headquartered in Coral Gables, Florida, we're the leading digital platform for air and cargo payments in North America and expanding rapidly worldwide. In 2022, PayCargo raised $130 million in Series C funding from Blackstone Growth to support our vision of becoming the global standard for B2B freight payments. About the role: We are seeking a highly organized and proactive Fraud Operational Associate Manager to lead operational efforts within our fraud and claims

What This Position is All About Under the leadership of the Assistant General Manager, Operations, the Specialized Operations Associate is responsible for the daily operations of the General Office and operational functions of the Jewelry Department. Who You Are: Demonstrates comfort in flexing all communication styles and establishes positive interpersonal relationships Evaluates progress against key performance drivers and assess organizational opportunities and risks Drives positive outcomes through objectives and measures while monitoring progress and results Consistently generates and shares original ideas, tackling both simple and complex problems You Also Have: Ability to lift cartons up to 15 lbs, climb ladders, and handle racks and carts of merchandise. Must have strong computer skills, i.e. Google, MS Office, and adapt to changing technology Ability to work well in a fast-paced, team oriented environment that requires a high degree of multi-tasking with minimal supervision Ab

The RoleA fabulous opportunity in Schonfeld' s Core Operations team in Miami, FL. We are a global multi-manager platform with both internal and external portfolio managers who invest across a variety of strategies e.g. Fundamental Equity, Tactical, Quantitative, Discretionary Macro & Fixed Income etc. You will be working with experienced Operations professionals to implement best-in-class operational procedures. You can also look forward to owning some of the most challenging and unique operational challenges in the hedge fund industry. What you'll do Perform T+1 reconciliations, including break resolution, between internal systems or internal systems and Prime Broker for a variety of financial instruments e.g. Equity, Futures, Option, FX, Bond, Listed Swap, OTC etc. Review external fund administrators' T+1 reconciliations and liaise with both internal and external stakeholders e.g. Middle Office, Asset Servicing, Fund Accounting, Prime Broker, Third-Party service providers to resolve

Job ID: 264184 Store Name/Number: FL-Aventura (0410) Address: 19575 Biscayne Blvd., #527, Aventura, FL 33180, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Full Time Position Type: Regular Your role at Sephora: As an Operations Associate, you'll thrive in a dynamic, fast-paced environment. This role is about ensuring a smooth operation that enhances the shopping experience for every client. You'll be part of a dedicated team that values your unique skills. If you love the operational side of retail, this is the perfect role for you. Key Responsibilities: Ensuring Accurate Order Fulfillment: Ensure orders are accurately fulfilled and excellent service is provided during pickup. Maintaining Inventory: Help maintain a well-stocked store for our clients. Store Maintenance: Contribute to a clean, smoothly operating store. Supporting Sales and Promotional Events: Participate in setup and execution of sales events and promotions. Loss Prevention: Participate in

In a dynamic and fast paced environment, the Boutique Operations Associate is a critical component of the business, contributing to keep our stores beautiful and running smoothly and fueling the success of our front of house team. They are a key contributor to ensure the best efficient & optimized working conditions for our retail team and the best experience for our clients. They will also contribute to the POS retail performance. GENERAL DUTIES: When not included in standard operations procedure, works with relevant stakeholders with an understanding of situation and make decisions with brand and client in mind Play an active role in maintaining an esthetically pristine and hygienic boutique environment. Follow Parfum Christian Dior's policies and procedures Lead retail team with operational excellence by ensuring all procedures are aligned - sales, transfers, stock adjustments, after-sales services, omnichannel services, other policies. Be fully integrated to the store team (partici