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Koitecc Solutions

Investment Operations Associate — Wealth Management

northern, KY

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Job description

Northern Trust is seeking an Investment Associate to handle administrative portfolio support, including file setup, report ordering, and materials for client reviews. The role supports Investment Advisors and uses GDWM to contribute to meetings.

Candidates should have 3+ years in financial services, knowledge of investment products, and coursework toward CFA or CFP designation. Strong analytical and interpersonal skills are essential for success in this client-focused environment.

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