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Investment Operations Assistant
Investment Operations Assistant Needed for Growing and Reputable Financial Planning Firm Morris Financial Concepts is a strong, growing, independent, fee-only financial planning firm located in Mount Pleasant, SC.  We are passionate about providing our clients with a high level of service and developing strategies to help realize their life goals in such a way that aligns both their financial resources and their personal values. We are seeking a full-time investment operations assistant to help us provide the highest level of service to our clients.  This individual will be responsible for but not limited to:  providing client service through investment account maintenance (account openings / closings / transfers – not necessarily trading) and processing m


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