Investment Operations Associate -
Martel Wealth Advisors, LLC · Vancouver, WA · 2 days ago
On-siteAdministrativeFull-time
Duties and Responsibilities
- Execute and oversee daily trading and rebalancing across client accounts with precision and efficiency
- Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed
- Track, monitor, and reconcile high-dollar transactions and cash flows
- Maintain fund performance tracking and client reporting infrastructure
- Generate portfolio reviews and support the advisory team with client-facing materials
- Identify opportunities to improve, document, and scale investment operations workflows and processes
- Cook up with advisors and client service staff to manage multi-client priorities with competing timelines
Qualifications
- Bachelor's degree in finance, accounting, economics, mathematics, or a similarly quantitative field
- 5-15 years of experience in investment operations, financial operations, accounting, or a related field
- Detail-oriented and process-minded, with a track record of building or improving operational workflows
- Strong written and verbal communication skills and the ability to manage multiple priorities with care and accuracy
- Experience with Schwab Advisor Center, Orion, and Microsoft Office Suite preferred
- A high degree of confidentiality, integrity, and professionalism
Preferred Expertise
- Process and systems thinking — experience documenting workflows, identifying inefficiencies, and building scalable operational infrastructure
- Investment operations and portfolio administration — trade execution, rebalancing, reconciliation, and compliance with model allocations in an RIA environment
- Financial reporting and data integrity — maintaining accurate, reliable data across portfolio management and client reporting platforms
- RIA platform proficiency — hands-on experience with Schwab Advisor Center, Orion, or comparable custodial and portfolio management systems
- Cross-functional coordination — comfortable working across advisory, client service, and operations teams in a client-first environment