The Agency is recruiting for an Investment Advisor Associate – Operations Team on behalf of our client.

Investment Exposure: Build valuable experience supporting investment accounts, transactions, and portfolio administration.

Professional Development: Develop your expertise across investment operations, account maintenance, and client servicing.

Collaborative Environment: Work closely with clients, relationship managers, and internal teams within a professional financial services setting.

• Support the accurate and timely processing of client transactions, transfers, and account activity.
• Assist with fee billing, account administration, and investment-related operational tasks.
• Maintain account records, instructions, schedules, and other documentation while monitoring for discrepancies.
• Communicate with relevant stakeholders and ensure operational activities follow established procedures and compliance standards.

• Bachelor’s degree in Finance, Economics, Business, or a related discipline.
• Strong organisational skills with the ability to manage competing priorities and deadlines accurately.
• Excellent written and verbal communication skills, with proficiency in Microsoft Office and CRM systems.
• High level of integrity, attention to detail, and commitment to compliance.

Salary: US$50,000 – US$60,000 per annum.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email mary-clare@theagency.ky.