Investment Operations Associate - Charleston, SC

Advisor Employee Services•Charleston, SC

7d•Onsite

About The Position

Curran Financial Partners is seeking an Investment Operations Associate to support day-to-day trading and operational functions within its wealth management business in Charleston, South Carolina. The role includes trade execution, portfolio rebalancing, account maintenance, cash movement processing, and coordination with advisors and custodians. It helps ensure account activity is handled accurately and efficiently in accordance with firm policies and compliance requirements. The position is in office Monday through Friday, 8:30 AM to 5:00 PM. The stated base salary is $65,000–$85,000. Benefits begin after 90 days of employment.

Requirements

At least 1 year of relevant professional experience, excluding internships.
Strong attention to detail and organizational skills.
Ability to manage multiple priorities and meet deadlines.
Excellent written and verbal communication skills.
Sound judgment and a strong commitment to confidentiality.
Experience with Microsoft Office Suite and ability to learn new software quickly.

Nice To Haves

Bachelor's degree preferred.
Experience in trading, portfolio operations, wealth management, or financial services preferred.
Active Series 65 securities license preferred; candidates with inactive Series 7, Series 65, or Series 66 licenses will also be considered.

Responsibilities

Execute and monitor trades according to client investment strategies and firm procedures.
Support portfolio rebalancing and help maintain target asset allocations.
Process and monitor account cash flows, including contributions, withdrawals, and transfers.
Coordinate with advisors, custodians, and internal team members to resolve account and trading-related issues.
Maintain accurate account records and documentation.
Follow compliance requirements, firm policies, and operational controls.
Assist with ongoing portfolio and account maintenance activities.
Communicate professionally with advisors, custodians, and team members.