COMPANY

Beacon Wealth Consultants is a nationally known fee-only, registered investment advisor (RIA) headquartered in Roanoke, Virginia. Our focus is on providing fully-integrated faith-based wealth management and investment services to individuals, corporations, and non-profit organizations. Through its network of advisors and offices across the east coast, Beacon Wealth Consultants integrates the highest professional wealth management and investment standards into an approach to investing and financial management that is faithful to God’s purposes. We are growing quickly and are looking for an intelligent, forward-thinking individual who shares our passion for faith-based investing to join our team.

POSITION SUMMARY

The Investment Operations Associate will serve as a member of the investment team and may be involved in all aspects of the company’s investment operations processes. The position requires a passion for faith-based investing and solid knowledge of global financial markets. This individual should have a keen interest in supporting day-to-day trade processes and auditing investment performance.

REQUIRED SKILLS AND QUALIFICATIONS

• Bachelor’s degree (finance or economics preferred)
• Series 65 registration is required prior to employment
• 1-2 years of trading experience is required
• Strong proficiency with Microsoft Excel
• Demonstrates ownership of tasks and projects
• Exceptional attention to detail, accuracy, and follow-through
• A high degree of professionalism and work ethic
• Strong listening skills
• Can-do attitude and high energy

PREFERRED SKILLS AND QUALIFICATIONS

• Willingness to pursue CIPM designation within one year of hire
• Knowledge of some or all of the following systems is a strong plus: Tamarac, Redtail, Charles Schwab

• Review daily incoming deposit and outgoing withdrawal reports and transact to ensure client account cash levels are appropriate.
• Process client cashiering requests.
• Review client accounts to ensure investment allocations are aligned with client investment objectives (drift testing).
• Responsible for trade order creation and execution, including tax loss harvesting strategies and global rebalances.
• Generate investment proposals
• Responsible for client reporting support and data entry.
• Assist with monthly composite audit, quarterly fact sheet generation, and annual GIPS verification.