The Investment Operations Associate reports to the Client Support Manager. The mission of the IOA is to ensure the accurate and timely implementation of Investment New Business, Processing and Investment Client Service transactions as well as the management of the RIA administration functions. The tasks require mastery of Orion, TD Veo, and TD iRebal platforms.
Bridgemark Wealth Management (BWM) is a growing company that offers a broad range of financial services to families 5-7 years of before or after their retirement. Based in Rockville, MD, BWM has an additional office in Vienna, VA. There are 10 employees, including marketing, planning, and operations support. BWM’s organization culture is considered key to its success and can be characterized as open, entrepreneurial, nonpolitical, fun (wins are celebrated), and accountable (performance is measured, and non-performers are redeployed). Employees are referred to as team members, we rarely use Job Titles, and the majority of our team members are enthusiastic, positive, highly resourceful, good team Players, and “winners” – successful in what they do.
Company address:1 Research Court, Rockville MD 20850