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INTEGRATED

UNKNOWN

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

Specialist

3+ years of experience in investment services operations, performance analytics support, or advisor client services (e.g., broker-dealer, investment manager, clearing firm, or fintech wealth platform). Elevate your career in a dynamic investment services environment where your expertise supports financial advisors through complex operational changes and high-stakes transactions.

Salary

ACTIVE

HOUR

Elevate your career in a dynamic investment services environment where your expertise supports financial advisors through complex operational changes and high-stakes transactions. Join a collaborative team driving innovation, compliance, and efficiency across cutting-edge clearing and reporting platform! Wealth Management Specialist Location Coppell, TX | Hybrid — Must reside in the Dallas/Fort Worth areaCompensation & Schedule• $24–$28/hr (Based on Experience)• Monday–Friday | 8-hour shift between 7:00 AM–6:30 PM | Overtime may be required• W2 employment, Temporary Assignment• Start date: Mid-JulyROLE IMPACTThis Investment Operations Specialist role supports high-volume investment advisor operations during a critical clearing platform conversion and beyond. The position ensures seamless execution of complex securities transactions, regulatory documentation compliance, and advisor-facing reporting processes. Your work will directly contribute to the efficiency, accuracy, and client satisfaction of a leading financial services platform.KEY RESPONSIBILITIES• Serve as a primary point of contact for financial advisors, providing advanced operational support during a clearing platform transition.• Provide escalation support on securities transactions, account maintenance, portfolio performance reporting, and platform functionality.• Review and process complex documentation to ensure accuracy and adherence to compliance standards.• Guide advisors on investment product procedures, performance reporting tools, and operational workflows.• Troubleshoot multi-system operational issues and collaborate with cross-functional teams to resolve advisor inquiries.MINIMUM QUALIFICATIONS• 3+ years of experience in investment services operations, performance analytics support, or advisor client services (e.g., broker-dealer, investment manager, clearing firm, or fintech wealth platform).• In-depth knowledge of securities operations, account transactions, and compliance-driven documentation review.• Strong analytical, risk management, and problem-solving skills in high-stakes financial environments.• Bachelor’s degree strongly preferred.CORE TOOLS & SYSTEMS• CRM systems• Clearing platforms• Portfolio reporting tools (e.g., Bloomberg, FactSet, Zephyr Style Advisor)PREFERRED SKILLS• FINRA Series 6, 63, or 7 license (or willingness to obtain)• Experience supporting advisor-facing technology enhancements and process improvements• Exposure to fintech wealth platforms and investment technology solutionsAPPLICATION REQUIREMENTS• Background check• Fingerprinting• Professional references• Phone interview and clerical testing By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: https://www.cornerstonestaffing.com/privacy  #IRVING123

CornerStone Staffing has tenured recruiters in Texas and Arizona who work with qualified job seekers in Texas, Arizona, Indiana, Kentucky, Tennessee, North Carolina, South Carolina, Georgia, and Florida to help support both in-office and work from home positions for the best companies in the United States.
CornerStone Staffing’s team of experts are the industry leaders in consulting companies on in-office and work from home hiring strategies so whether you need a great job or highly qualified talent, contact CornerStone Staffing’s recruiters in Dallas, Fort Worth, Houston or recruiters in Phoenix, AZ today.

CornerStone Staffing

Wealth Management Specialist

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FULL_TIME

ONSITE

YEAR

Operations Analyst

SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies. SMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.

Salary Range: Salary commensurate with experience and qualificationsAbout SMUSMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies.SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence.Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact.SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry. About the Department:Under the direction of the Southern Methodist University Investment Committee of the Board of Trustees, the Investments Office manages the $2.2 billion endowment, including minerals and other planned giving assets of the University.About the Position:This role is an on-campus, in-person position.The Investment Operations Analyst plays a key role in supporting the day-to-day operations of the university’s investment office with responsibilities spanning across data management, technology, cash operations, and reporting. This position is ideal for a motivated and detail-oriented individual with a strong sense of ownership and a mindset toward continuous improvement and efficiency.The Investment Operations Analyst will report to the Director of Investment Operations and have regular interaction with the university’s accounting and treasury departments and members of the investment team.  Deadline to Apply:June 27, 2025. EEO StatementSMU is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. Benefits:SMU offers staff a broad, competitive array of health and related benefits. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution.SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU.The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities, including tuition benefits.

About SMUSMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies.SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence.Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact.SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry.  Apply here:<a href="https://smu.taleo.net/careersection/ex/jobdetail.ftl?job=SIM00000187&amp;tz=GMT-06%3A00&amp;tzname=America%2FChicago" rel="nofollow">https://smu.taleo.net/careersection/ex/jobdetail.ftl?job=SIM00000187&amp;tz=GMT-06%3A00&amp;tzname=America%2FChicago</a>

Investment Operations Analyst - (INV00000007)

PERMANENT

Finance

We are currently seeking a dynamic and detail-oriented Hybrid Paralegal to join our high-performing legal team. Provide general legal assistance as needed, including drafting correspondence and organizing case files.

KBSkills

Finance Paralegal/ 401k Match/ Great Benefits/ Hybrid This Jobot Job is hosted by: Haley Lucas Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume. Salary: $80,000 - $110,000 per year A bit about us: We are currently seeking a dynamic and detail-oriented Hybrid Paralegal to join our high-performing legal team. This is a permanent role where you will be tasked with supporting our legal staff in all aspects of our litigation practice. You will be working on a variety of tasks, including but not limited to, drafting pleadings and motions, conducting legal research, managing calendars, handling document review, and assisting with depositions. This role requires a strong understanding of law, finance, or banking, and a deep knowledge of legal documentation and assistance. Why join us? <ul><li>	401K match</li><li>	Paid Benefits</li><li>	Life Insurance</li><li>	Free Parking Year </li><li>	End Bonus</li><li>	Great PTO</li></ul> Job Details Responsibilities: <ul><li> Prepare, proofread, and file various legal documents such as pleadings, motions, and briefs.</li><li> Conduct comprehensive legal research and analysis to support case preparation.</li><li> Manage all aspects of the litigation calendar, including scheduling hearings, depositions, and inspections.</li><li> Oversee the docketing process to ensure all deadlines are met and keep the legal team informed of upcoming obligations.</li><li> Assist with the preparation for and execution of depositions, including organizing exhibits, documents, and other necessary materials.</li><li> Perform cite checking and Shepardizing to verify references and citations in legal briefs.</li><li> Use logical software for data management and document review.</li><li> Collaborate with the legal team to prepare for hearings and trials.</li><li> Provide general legal assistance as needed, including drafting correspondence and organizing case files.</li></ul> Qualifications: <ul><li> A minimum of 3 years of experience as a litigation paralegal, preferably in the business litigation field.</li><li> Proficiency in calendaring, docketing, and managing legal documents.</li><li> Strong knowledge of legal research methods and legal citation rules.</li><li> Previous experience with pleadings, motions, hearings, and depositions.</li><li> Familiarity with logical software and other legal technology.</li><li> Experience in the finance or banking industry is a plus.</li><li> Excellent written and verbal communication skills.</li><li> Strong organizational skills, with the ability to manage multiple tasks and deadlines.</li><li> High level of attention to detail and accuracy.</li><li> Ability to work independently and collaboratively in a fast-paced, high-pressure environment.</li><li> Paralegal certification or equivalent is required.</li><li> Bachelor's degree in Law or related field is preferred. </li></ul> This is a fantastic opportunity to join a dynamic and innovative legal team. If you are a seasoned paralegal with a passion for litigation and a knack for detail, we encourage you to apply. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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Jobot

Hybrid Finance Paralegal

Analysis Skills

Banking Services

Calendar Management

Communication Skills

Data Management

Detail Oriented

Document Management

Documentation Review

Financial Regulations

Legal

Legal Briefs

Legal Documents

Legal Research

Life Insurance

Litigation

Logical Software CTI Solutions

Multitasking

Organizational Skills

Paralegal

Presentation/Verbal Skills

Proofreading

Reference Verification

Research Skills

Time Management

Writing Skills

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