Investment Service Specialist - Long Short (Remote)

Wealth Enhancement is an independent wealth management firm seeking a Trading Services Specialist to support trading operations across its Investment Services platform. The role involves collaborating with internal teams and custodians to ensure accurate trade execution and reconciliation, resolving trade discrepancies, and driving process improvements.

Requirements

• Bachelor's degree (or equivalent experience) in business, finance or economics, or related
• 3 years of experience in Financial Services with a focus on investment operations
• Knowledge of financial markets and investment operations
• Proven written and verbal communication skills
• Ability to create quality written presentations and articles
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials