Operations Specialist Growing investment advisory firm ($1 billion in AUM) seeks a qualified individual for their Saratoga Springs branch office to handle a variety of operation functions such as new account openings, asset transfers, account reconciliations, servicing of client accounts, client communications, quarterly review report preparation, cost basis calculations and research, and other special projects, as necessary. This person must have a Bachelor’s degree in a business/finance related field and experience in the financial industry. In addition, the right individual for this position must be a self-directed professional with a positive attitude, have excellent communication, computer and interpersonal skills, a professional work ethic, the ability to multi-task and to “think outside the box,” efficient organizational and time management skills and have a strong an attention to detail. Training for this position will take place at our main office in Utica. In addition, travel to the Utica office may be required on a limited basis. Please include salary requirements and references with resume. If interested, please e-mail resume to aleist3@investstrategic.com Thank you