The Investment Operations Specialist is responsible for performing the daily activities of the investment operations department and will report directly to the firm’s Manager of Investment Operations. This includes the functions of portfolio accounting and administration, trading, billing, setting up client portals, assisting with tax reporting, and preparing a variety of other ongoing and special reports.
Based in Charlotte, NC, McGill Advisors, a division of Brightworth, offers highly motivated individuals a challenging and dynamic work environment and an opportunity for professional development and career advancement. We have established career paths at many levels of our organization to provide growth opportunities for McGill Advisors associates.
With decades of experience and some of the most advanced financial and investment certifications in the industry, the McGill Advisors team is uniquely positioned to serve high net worth clients. Our team of professionals is key to our success, as exhibited by our high client-retention rate.
It is our mission to grow and develop highly motivated and competent professionals by providing an opportunity for personal growth and accomplishment, financial participation in firm success and an environment that fosters team camaraderie and improvement.
The successful candidate will work directly with the firm’s Wealth Advisory team helping serve all clients assigned to him/her. Candidate will prepare financial plans and reviews including: net worth statements, tax, cash flow and net worth projections, stock option exercise strategies, insurance review, education funding analysis, asset allocation analysis, investment proposals, estate planning, etc.