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Investment Operations Assistant

Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise FinancialLocation: In-Office – Colchester, VT Employment Type: Full-time

About the Role

Marblestone Wealth is seeking a detail-oriented and client-focused Investment Operations Assistant to join our growing wealth management practice. This role is central to delivering a high-touch client experience while ensuring the seamless execution of investment operations and service processes.

You will partner closely with Financial Advisors to support client relationships, execute transactions, and manage day-to-day operational workflows. The ideal candidate thrives in a fast-paced environment, demonstrates strong ownership, and believes that going above and beyond for clients is the standard.

Key Responsibilities

Client Service & Operations

• Serve as a primary point of contact for client inquiries and service needs, delivering a high-quality client experience while building and strengthening long-term relationships.
• Support account servicing, including transfers, forms, and client communications
• Facilitate money movement (wires, ACH, rollovers) and manage account updates
• Execute trades and ensure all truncations are accurately tracked, documented, and maintained within client records in accordance with compliance requirements.
• Prepare client reports and coordinate with external partners as needed

Onboarding & Team Support

• Partner with the home office to resolve account issues and ensure timely completion of transactions
• Assist with team initiatives, process improvements, and overall practice operations
• Maintain compliance with all regulatory and firm standards

Why Join Our Practice

Join a growing wealth management practice where your role can evolve as you develop. This position offers the opportunity to build expertise in client service and operations while gaining exposure to the broader financial planning and advisory business.

As the practice grows, so will opportunities to take on additional responsibility and advance your career. Whether your interests lead you toward operations and client service leadership or ultimately toward an advisor role, we will support your professional development and help you build the skills needed for your next step.

Our Culture & Values

We hire for character, culture, and commitment, and are guided by a strong set of shared values and principles.

Core Values: Service, Integrity, TeamworkCultural Values: Empowerment, Commitment, Sustainability

Guiding Principles: Attitude makes all the difference

o   Non-exempt

·         We offer a competitive and comprehensive benefits package, including:

• Health, dental, vision, life, and disability insurance
• Paid time off and 10 paid holidays
• 401(k) retirement plan
• Financial planning benefit for employees and their household
• Professional development and business-related education reimbursement
• Clear opportunities for career growth and advancement
• Seasonal Summer Hours offering shortened hours