Investment Operations Coordinator

McLean, Virginia
Apr 27, 2018
Jun 01, 2018
Career Level
Entry Level
Full Time

Investment Operations Coordinator

Position Summary:

The principal responsibility of this position is to support financial advisors and other senior staff, which includes day-to-day management of clients’ financial affairs.

Responsibilities and Duties:

  • Onboarding of new client relationships, including processing new account opening paperwork and coordinating account transfers;
  • Process investment account contributions and withdrawal requests;
  • Act as liaison between advisors/senior staff and various external strategic partners;
  • Handle administrative requests from advisors and senior staff;
  • Responsibility for day-to-day financial issues and researching special client issues;
  • Preparation of financial plans/statements;
  • Maintaining high level contacts of a complex and confidential nature both inside and outside the company;
  • Other related duties as assigned. 

Required Qualifications:

  • Bachelors degree in Finance, Accounting, or Business; or other degree with relevant experience
  • Prior investment and/or personal financial planning experience a plus;
  • Proficient in Microsoft Excel and Word;
  • Must be extremely detail-oriented, thorough and organized;
  • Must be able to work independently and prioritize workload;
  • Excellent written and oral communication skills;
  • Must be able to work well in a team atmosphere focused on creative problem solving

Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

For consideration please submit your cover letter and resume on-line at in the “Join our Team” section. 

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