Onboarding Associate (Direct Indexing)

Active Index Advisors (AIA) is seeking an Onboarding Associate to ensure each account is onboarded and implemented according to its custom instructions. This hybrid position requires employees to be onsite a minimum of 3 days and work east coast market hours (6am - 3pm PST).

Requirements

• A minimum of 3 years of relevant financial services/asset management experience or equivalent internal experience.
• Series 65 required.
• Proficient in MS Office (Word, Excel, PowerPoint, Outlook).

Benefits

• Comprehensive medical, dental and vision insurance
• Paid time off
• 401k plan
• Tuition reimbursement
• Student loan repayment program
• Wellness benefits
• Volunteer programs