Investment Operations Associate Peak Wealth Management - 5.0 Lehi, UT Job Details Full-time $50,000 - $60,000 a year 3 days ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Qualifications Financial operations Customer communication

Full Job Description Investment Operations Specialist Location:

Lehi, UT 84043 (Primarily in-office, with hybrid flexibility potential over time)

Job Type:

Full-time Salary:

$50,000 - $60,000 a year (Depending on Experience)

Shift & Schedule:

Monday to Friday, normal business hours Job Overview We are seeking an organized, proactive, and collaborative Investment Operations Specialist to join our team in Lehi, Utah. In this role, you will provide critical support in the onboarding, maintenance, and day-to-day operations of our investment practice. You will ensure seamless administrative execution while working closely with our financial advisors and operations team to deliver exceptional service to our clients.

Key Responsibilities Client Onboarding & Servicing:

Prepare, review, and process investment onboarding paperwork. Efficiently handle ongoing client service requests, including asset movements, beneficiary updates, and account maintenance.

Trading & Model Management:

Execute trades for funds and portfolios. Implement model adjustments and manage portfolio trading in alignment with firm strategies.

Advisor Collaboration:

Partner directly with financial advisors to review, verify, and implement proper asset allocations and investment models.

Reporting:

Generate and distribute accurate financial and operational reports to support business decisions and client reviews.

Team Operations:

Maintain an adaptable, team-first approach, collaborating across departments to achieve shared operational goals.

Qualifications & Skills Education & Experience:

Bachelor's degree in a related field (Finance, Business, Economics etc) OR equivalent professional industry experience.

Technical Agility:

Ability to efficiently use, master, and learn new financial software and internal platforms quickly (experience with or exposure to tools like Envestnet or Emoney preferred).

Communication:

Ability to confidently engage in professional, high-level conversations and written communication with both clients and team members.

Problem Solving:

A proactive mindset with a strong ability to search for answers independently using available resources.

Task Management:

Strong organizational skills with a proven track record of prioritizing tasks effectively in a fast-paced environment.

Teamwork:

A strong team-first mentality with the ability to collaborate and work towards a common goal. Preferred Qualifications (Nice-to-Have) Active industry licenses or exams passed: SIE, Series 6, Series 7, Series 63, or Series 65 . Life and Health Insurance License Benefits Health insurance Dental insurance Vision insurance Long-term disability insurance Paid time off (PTO) 401 (k) with match

Pay:

$50,000.00 - $60,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

Hybrid remote in Lehi, UT 84043