This role is integral to ensuring client and advisor success via the smooth execution of trades and consistency of portfolio alignment. The ideal candidate will enjoy operating in a fast-paced, team-oriented environment. You'll use iRebal and other portfolio management software to execute trades, rebalance accounts, and support advisors.

Support the operational activities of the Treasury and help with the control of invoices. Organize digital files and perform expense controls and other activities related to accounts payable and accounts receivable.