Investment Operations Specialist

TL;DR

Investment Operations Specialist (Financial Services): Managing client accounts, processing trades, transfers, and billings for an SEC-registered investment advisor with an accent on operational systems like Pershing, Schwab, Fidelity, and Orion. Focus on resolving client issues, preparing reports, ensuring compliance, and optimizing workflows for high accuracy and efficiency.

Location: Hybrid role for our Wakefield, MA office

Salary: $63,000-$68,000

Company

hirify.global is a leading employee benefits firm serving nearly 5,000 U.S. clients with retirement plans, group health insurance, and financial planning solutions.

What you will do

• Handle client inquiries, support with paperwork, and electronic account access.
• Process new accounts, asset transfers, updates, disbursements, and contributions.
• Place trades for quarterly rebalancing and client requests.
• Maintain client records in CRM and operational systems.
• Prepare and analyze daily/weekly/monthly/quarterly reports and metrics.
• Manage, reconcile, and review quarterly client advisory fee billings.
• Collaborate with compliance, investment team, and advisors on oversight and research.

Requirements

• Bachelor’s degree in Business or related field or equivalent experience.
• 3-5 years of experience with financial services operations.
• Excellent verbal and written communication skills.
• Experience with trading platforms: Pershing NetX, Schwab, Fidelity.
• Knowledge of CRM (Salesforce) and reporting systems (Orion).
• Proficiency in MS Office, especially Excel.
• Series 7, 63/65 or 7/66 (or willingness to obtain within first 120 days).

Nice to have

• Strong organizational skills to manage multiple priorities.
• Ability to develop and improve processes and workflows.

Culture & Benefits

• PTO, FTO after 2 years, 12 paid holidays, 2 volunteer days, 5 summer half days.
• Medical, dental, vision, life insurance, LTD & STD.
• Retirement plan with 4% employer match.
• Parental leave.
• Top Place to Work awards from Boston Globe and Top Workplaces USA.