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Hybrid Portfolio Operations & Trading Specialist

Apella Wealth, Bellevue, WA, United States


A growing investment advisory firm is seeking a Portfolio Operations Specialist in Bellevue, WA. This hybrid role focuses on ensuring accurate execution of trades and operational integrity across client investment portfolios. Candidates should have 2+ years in investment operations or trading support and strong attention to detail. The position offers a salary of $70,000 to $77,000, along with comprehensive benefits including unlimited paid time off and professional growth opportunities. #J-18808-Ljbffr