Contact Us

Back Office Connection
550 Kirkland Way, Suite 201
Kirkland, WA 98033

425.250.7500

Map and directions

If you have any questions, please feel free to contact us at:
info-request@backofficeconnection.com



Career Opportunities

Back Office Connection is always looking for bright, energetic and motivated professionals to join our investment operations team. We offer competitive compensation, an attractive benefits package and the opportunity to work in a fast-paced, rewarding environment. We promote from within and offer flexible work schedules and in most cases, the ability to work remotely when appropriate.

All positions are located in Kirkland, WA.

To submit your resume for consideration please email us at: careers@backofficeconnection.com

Finance: Investment Operations Associate

Financial advisor support services firm is looking for a bright, energetic motivated professional to join our investment operations team. Individual MUST HAVE experience using Portfolio Center software and Advent Axys experience, in addition, is a plus. Individual will need to work well under pressure and tight deadlines. Primary activities will include portfolio management software download, reconciliation, account set-up, reporting and maintenance. Other responsibilities will include trading, account transfer facilitation, error remediation, special projects and coordination with our Registered Investment Advisor clients.

Candidate must have excellent composition, communication, and mathematical skills with an acute attention to detail. Candidate must excel in an independent working environment as well as work successfully within a team. Full Microsoft Office software proficiency and advanced Portfolio Center software experience required. Series 65 is a plus.

Our firm is a back office outsource service provider of Operations, IT and Compliance services to Registered Investment Advisor firms. We provide a unique opportunity for investment operations professionals to expand their knowledge, experience, and skill set in a challenging environment.

Individual will need to work well under pressure and tight deadlines.

Primary activities will include:

• Daily - Complete daily download, reconciliation and posting of applicable client custodial data feeds to Portfolio management software
  
  
• Issue Resolution – Provide daily support, data issue resolution, and daily request processing for Clients
  
  
• Client Communication – Act as the main point of contact for client-related issues, both internally and externally
  
  
• Account set-up, reporting & maintenance

Other responsibilities will include:

• Trading
  
  
• Error remediation - data issue resolution
  
  
• Account transfer facilitation
  
  
• Client Implementation – Manage the New Client Implementation process for assigned clients, along with other large-scope client related issues as needed
  
  
• Special projects and coordination with our registered investment advisor clients

Candidate must have excellent composition, communication, and mathematical skills with an acute attention to detail. Full Microsoft software proficiency and portfolio management software experience (Advent, Portfolio Center, etc.) required.

Salary DOE. Please submit your resume with cover letter including salary expectations and a list of software experience to: careers@backofficeconnection.com.