Opportunity Starts Here

J. Morrissey & Company can help you find a job and achieve your goals.

Posted: 08/14/2024 Employment Type: Direct Hire Industry: Accounting & Finance Job Number: 11805

Job Description

Investment Support Specialist

Dynamic opportunity to join a stable and professional organization that treats their employees like gold. Opportunity for someone to support a dynamic team of traders who need support on the buy & sell side of the investment business.
You will need to have experience performing due diligence, providing client support, and interacting professionally with clients.

Experience in operations, finance or accounting a must
Experience handling large data sets, client requests, and assisting with marketing materials preparation.
Extremely strong Excel a must
Willingness to study for Series 65 if not already obtained
2-4 years in the accounting/finance space

This position is ideal for either a reentry or someone who understands and has worked in the investment industry space. Position is located in the Norwalk area.

Fully paid benefits with compensation range of $80k-$95k plus generous annual bonus.

Come help support this dynamic team and be appreciated and valued!

INDA

Meet Your Recruiter

Leslie McIntyre - Tavella

Apply Now:

Apply Later

Share This Job:

Apply Online

Share This Job:

Related Jobs:

About Wilton, CT

Join us in exciting Wilton, Connecticut, where career opportunities abound! Nestled in Fairfield County, Wilton offers a perfect blend of picturesque New England charm and vibrant opportunities for professional growth. Imagine pursuing your dreams amidst the stunning landscapes of Weir Farm National Historic Site, enjoying a performance at the renowned Wilton Playshop, or savoring delectable local cuisine at Orem's Diner. With easy access to nearby Stamford's bustling job market and just a stone's throw from bustling NYC, Wilton truly offers the best of both worlds for ambitious job seekers. Explore our job listings today and discover your path to success in this enchanting region!

Testimonials

Katrina was awesome at helping me find a job. She did an excellent job placing me and I am very pleased.

Connie, a temporary associate working as a medical receptionist for a cardiology office in Windham, Connecticut

Amazing company. Truly blessed to have worked with Katrina. Her communication is awesome. The whole staff was great!

A J. Morrissey temporary associate placed as a medical assistant at a primary care office at a large CT health network

It has been such a great experience working with Katrina Lazerow. She has been so attentive to my needs, moves really quickly, and made my transition back into work very pleasurable. I literally have never felt like I was waiting for a response. Thanks so much, Katrina. You have been nothing short of remarkable.

A satisfied J. Morrissey Recruiting and Staffing temporary associate placed in a healthcare environment

It has been a pleasure for me to meet Katrina Lazerow. She’s very diligent in what she does, and very professional. Katrina and J. Morrisey have been of great help to the community in general. I’m very grateful for the support you have given me. I’m happy and satisfied.

Vivian, a J. Morrissey temporary associate currently working with us as a phlebotomist at a healthcare facility in Connecticut

They contacted me immediately after I sent in my application. Katrina who worked with me was awesome and had wonderful communication! She, as well as the rest of the team, was wonderful.

Mike, a J. Morrissey temporary associate placed as a medical receptionist in the cardiology scheduling call center at a Connecticut healthcare medical group

I had the opportunity to work with this company and it was such a pleasure. Everyone is always so kind and helpful and I couldn t be happier. They respond so quickly and are on top of everything.

A temporary associate placed as a medical receptionist working at the front desk of a nationally ranked dental program in Connecticut

I was looking for a job quickly due to an assignment I was working on ending. I applied on indeed for about a week, got a phone call from J. Morrissey within minutes of applying, literally MINUTES! Katrina was amazing every step of the way! She made sure things went smooth with my hiring process, pushed me into my orientation hours before it would start the following morning, and gave me step-by-step directions on how to start my first day! I wasn t unemployed for a full week before I was working again! I HIGHLY RECOMMEND!

Denisha, A J. Morrissey temporary associate who landed a permanent position at a nationally ranked dental program in Connecticut

Thank you, Sue, for always keeping me up-to-date on my timesheets. It was great working with you. Truly, thank you for everything. It was an honor representing J. Morrissey. I have worked for several different agencies in the past, but never as professional as J. Morrissey. I want to also specially thank Jessica for reaching out to me, and offering me the temporary position at my current job. Thank you (J. Morrissey) for giving me the opportunity. Very much appreciated.

A Temporary Associate’s Positive Experience With Our Team

Finding the right CEO for our organization was our top priority in 2017. Choosing J. Morrissey to lead that search was the best decision we made toward that end. The J. Morrissey team worked with our board, executive team and other key stakeholders to develop clear search and selection criteria, and then found us an outstanding field of candidates. They masterfully guided us through the interview process, and they were a great support in our final discernment and selection. We couldn’t be happier with the end result. I highly recommend J. Morrissey to anyone committed to finding the best professional talent.

Bill Fiocchetta, Board Chair, Community Solutions, Inc.

The J. Morrissey team always comes through 150%. The fact that their clients are top notch professionals doesn’t hurt. Their support staff, from reception to payroll, are equally wonderful. My professional association with J. Morrissey has been one of the highlights of my career. I have referred not only friends to J. Morrissey, but businesses as well and it is always win-win!

J. Morrissey Talent Who Has Referred Friends and Employers

Your Success is Our Priority

Opportunity Starts Here

Investment and Operations Support Specialist

Job Description

Meet Your Recruiter

Leslie McIntyre - Tavella

Apply Now:

Share This Job:

Share This Job:

Related Jobs:

About Wilton, CT

Testimonials

Windsor, CT

Fairfield, CT

Springfield, MA

The Villages, FL