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Investment Operations Associate

Wilbanks Smith & Thomas Asset Management LLC

This is a Contract position in Norfolk, VA posted March 26, 2020.

Investment Operations Associate Wilbanks, Smith & Thomas Asset Management, LLC is an established and growing investment advisory firm located in downtown Norfolk, Virginia.

We are dedicated to providing our clients with world class investment strategies and service.

Our team currently consists of 43 professionals, each of whom is expected to serve with enthusiasm, alacrity, and the utmost professionalism.

In return we are committed to offering our employees a challenging and friendly work atmosphere with opportunities for advancement.

Only those candidates with integrity, dedication and a desire for long-term employment should apply for this position.

We are seeking to fill the position of Investment Operations Associate .

The role of this position is to review investment activity in clients’ investment accounts and perform reconciliation tasks for those financial accounts.

Candidates for this position usually have a background in Finance, Economics, Math, Accounting, Statistics, and/or Data Analysis.

This is a support position and the successful candidate will be a team player willing to take direction and be resourceful.

Candidate must also possess excellent communication skills and a friendly, professional and positive demeanor.

Job responsibilities include the following:
· Reconciliation of daily transactions in Financial Accounts using WST’s portfolio accounting software system
· Download electronic statements from custodian’s online portal
· Receive paper statements from custodian; scan and save paper statements in network database
· Perform daily operational tasks related to data reconciliation of Financial Accounts
· Daily review of data in the investment portfolio accounting software
· Collaboration and daily interaction with other Operations Associates at WST
· Other duties may include generating clients reports, proxy review, incoming check log, and assistance with periodic regulatory audits Required Qualifications:
· Bachelor’s Degree
· 2-3 Years relevant work experience
· Excellent organizational skills
· Extreme attention to detail
· Ability to collaborate and work well in a team environment
· Must be proficient in Microsoft Excel Preferred Qualifications:
· Knowledge of Broadridge Proxy Voting, Advent Software, Orion Software, and/or Salesforce
· Work experience and/or degree in Finance or Accounting
· Knowledge of securities (stocks, mutual funds, bonds) with experience in the financial and investment industry If you are interested in applying for the Investment Operations Associate position, please email your resume and cover letter in PDF format to employmentwstam.com .

Wilbanks Smith & Thomas Asset Management LLC, 150 West Main Street, Suite 1700, Norfolk, VA 23510.

Learn more about WST at www.wstam.com