Based in Reston, Virginia, we are a national financial planning and investment advisory firm serving high net worth individuals, endowments, and Fortune 500 corporate sponsored financial planning clients.

This is a great opportunity to join a well-established and growing team. We have a very positive culture where we encourage and provide ample opportunities for growth and development.

We are seeking a strong Operations and Investment Reporting Assistant who will work collaboratively with members of both the Reporting and Operations Departments on daily tasks to include the following:

Operations:
• Daily digital document filing.
• Assist with client requests for cash transactions.
• Assist with daily trading and reconciliation.
• Assist with special projects as necessary.

Reporting:
• Manual account data entry.
• Producing monthly, quarterly and on-demand reports for clients and internal use.
• Maintenance and reconciliation of the firm’s portfolio reporting software system (Black Diamond).

Skills and qualifications:
• Attention to detail with strong analytical and technical skills.
• Basic understanding of investment securities and terminology.
• Some college preferred.

We offer excellent benefits including a 401(k) plan, a competitive salary, and a great work environment. We are looking forward to finding the right person to join The Mason Companies team.

Please send resume and salary requirements to rpylypko@masoncompanies.com.