Top 189 Independent representative Jobs in Fenton, Mi

Investment Operations Specialist
Foguth Financial Group —Brighton, MI
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Directional Drill Team Foreman
123NET —Novi, MI
- Extended hours
- Clean driving record
- Management
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Directional Drill Team Member
123NET —Novi, MI
- Overtime
- Background check
- Clean driving record
- Construction site
- Health insurance
- Dental insurance
Quick Apply
B2B Account Executive, Outside Sales
Wholesale Payments Inc. —Michigan
- $80,000 - $150,000 a year
- Full-time
- Mid-level
- Driving
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Retail Merchandising Field Specialist
Channel Partners —Brighton, MI
- $18 an hour
- Part-time
- 18 years or older
- Customer service
- Merchandising
- Paid training
- 401(k)
9d
Account Representative - State Farm Agent Team Member
sean shewalter - State Farm Agent —Commerce, MI
- $45,000 - $65,000 a year
- Full-time
- Computer literacy
- Office
- Communication skills
- Health insurance
- Paid time off
Quick Apply
School Bus Driver - No Experience Needed - Training Provided
Durham School Services —West Bloomfield Township, MI
- $25.46 - $26.00 an hour
- Part-time
- In person
- Background check
- Clean driving record
- Customer service
- Paid training
- Paid holidays
Quick Apply
Contact Center Representative
Financial Plus Credit Union —Flint, MI
- $23 - $27 an hour
- Full-time
- Computer literacy
- High school diploma or GED
- Organizational skills
Quick Apply
10d
1099 Process Server
Proof —Holly, MI
- Choose your own hours
- Background check
- Driver's License
- Entry level
Quick Apply
7d
Executive Assistant to the Assistant Superintendent for Special Education
Livingston ESA —Howell, MI
- $24.89 - $30.25 an hour
- Full-time
- Mid-level
- Office
- 3 years
Consumer Relations Representative
Homedics —Commerce, MI
- Full-time
- Entry level
Collections Specialist I
ChoiceOne Bank —Fenton, MI
- Full-time
- Office
- Windows
- 3 years
Quick Apply
Field Execution Representative
Celsius —Howell, MI
- $25 a year
- Overtime
- Customer service
- Merchandising
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Sales Representative (Commission)
Great Lakes Wine and Spirits —White Lake, MI
- $50,000 - $61,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Merchandising
- Paid holidays
- Disability insurance
Produce Associate
VG's Grocery —Fenton, MI
- Part-time
- Ability to walk for extended periods
- Basic math
- High school diploma or GED
Quick Apply
7d
Communications Specialist
Aumovio —Auburn Hills, MI
- Full-time
- Mid-level
- Bachelor's degree
- 2 years
- Paid time off
- Employee assistance program
Quick Apply
TWIC/TSA Sprinter Van/Cargo Van Owner Operator
Go Logistix Inc —Flint, MI
- $2,000 - $4,500 a week
- Email
- Background check
- 18 years or older
- Owner-operator
Quick Apply
1d
Records Digitization Clerk
Livingston ESA —Howell, MI
- $17 an hour
- Full-time
- Basic math
- High school diploma or GED
- Ability to sit for extended periods
Pharmaceutical Sales Representative - Waterford, MI
GlaxoSmithKline —Waterford, MI
- Full-time
- Remote
- Bilingual
- Bachelor of Science
- Mid-level
Benefits Representative
AMBA —Flint, MI
- $65,000 - $90,000 a year
- Full-time
- Mid-level
- Leadership
- Communication skills
- Retirement plan

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Investment Operations Specialist

Foguth Financial Group -
Brighton, MI

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Productivity software
Technical Proficiency
Excel data analysis

Full Job Description

Investment Operations Specialist

About Foguth Financial Group

Foguth Financial Group is a rapidly growing independent wealth management firm committed to helping clients achieve financial confidence through personalized planning and investment management. As our Managed Accounts team continues to expand, we are seeking a detail-oriented Investment Operations Specialist to support our operational processes and client service experience.

This position is ideal for an individual who enjoys process-driven work, thrives in a fast-paced environment, and possesses exceptional attention to detail. The primary focus of this role will be cashiering, money movement processing, account maintenance, workflow management, and operational support. Over time, this individual will have opportunities to gain exposure to investment trading operations and additional responsibilities within the Managed Accounts department.

Position Summary

The Investment Operations Specialist is responsible for supporting the day-to-day operations of the Managed Accounts team through accurate processing of client transactions, maintenance of account records, management of advisor service requests, and support of custodial operations.

This role serves as a critical operational resource, ensuring transactions are processed accurately, documentation is complete, and client accounts remain properly maintained while adhering to firm and regulatory requirements.

The ideal candidate is organized, detail-oriented, able to manage multiple priorities, and committed to delivering a high level of accuracy in a deadline-driven environment.

Core Responsibilities

Cashiering & Account Operations

Process client money movement requests including:
ACH transfers
Wire transfers
Check requests
Journals
Required Minimum Distributions (RMDs)
Roth conversions
Account funding requests
Review transactions for accuracy, completeness, and required documentation.
Coordinate with custodians to ensure timely processing of requests.
Monitor transaction status and proactively resolve outstanding items.

Workflow & Ticket Management

Receive and triage service tickets submitted by Financial Advisors and support staff.
Ensure requests contain appropriate documentation and required information.
Maintain detailed and accurate notes within workflow systems.
Update and close tickets with complete audit trails.
Track service requests and escalate time-sensitive issues when necessary.

Operational Support

Maintain accurate client and account records across custodial and internal systems.
Maintain daily operational logs and processing reports.
Assist with reconciliation activities and exception resolution.
Support compliance reviews and internal audits.
Create and maintain standard operating procedures and process documentation.
Identify opportunities to improve operational efficiency and reduce risk.

Trading Support & Professional Development

Support trading operations under supervision.
Assist with implementation of investment models and account rebalancing activities.
Learn trading workflows, custodial systems, and portfolio management software.
Participate in cross-training initiatives within the Managed Accounts team.
Develop the knowledge and skills necessary to support future trading responsibilities.

Required Qualifications

Bachelor's degree in Finance, Economics, Accounting, Business Administration, or related field preferred.
1-3 years of experience in financial services, banking, operations, client service, or administrative support preferred.
Strong attention to detail and commitment to accuracy.
Excellent organizational and time-management skills.
Strong written and verbal communication abilities.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with Microsoft Office, particularly Excel.
Strong analytical and problem-solving capabilities.
Ability to learn new technology platforms and systems quickly.
Ability to pass all required background checks and regulatory reviews.

Preferred Qualifications

Experience within a Registered Investment Advisor (RIA), broker-dealer, bank, or wealth management firm.
Experience processing cashiering or money movement transactions.
Familiarity with Schwab Advisor Center.
Familiarity with Orion, Eclipse, Fidelity, TIAA, or similar custodial platforms.
Experience using CRM and workflow management systems.
Series 65 license or willingness to obtain within the first year of hire.
Experience working in a deadline-driven environment where accuracy is critical.

Technical Skills

Preferred Excel Experience

VLOOKUP/XLOOKUP
Pivot Tables
Data Validation
Conditional Formatting
Basic Reporting Functions

Systems Experience

Schwab Advisor Center (preferred)
Orion Advisor Technology (preferred)
CRM Platforms
Workflow/Ticketing Systems
Microsoft Office Suite

What Success Looks Like

Performance will be measured through:

Accuracy of money movement processing
Operational error rate
Ticket turnaround time
Ticket closure rate
Documentation quality and completeness
Audit and compliance readiness
Responsiveness to advisors and internal stakeholders
Continuous improvement contributions
Teamwork and collaboration
Progression toward expanded operational and trading responsibilities

Why Join Foguth Financial Group?

Opportunity to join a growing and respected wealth management firm.
Career path into investment operations and trading.
Exposure to industry-leading custodial and portfolio management platforms.
Collaborative team environment.
Ongoing training and professional development.
Opportunity to obtain industry licensing and expand financial services expertise.

Keywords: Investment Operations, Investment Operations Associate, Trading Assistant, Trading Associate, Trade Support Specialist, Trading Operations, Financial Services Operations, Brokerage Operations, Wealth Management Associate, Financial Services Representative, Investment Associate, Junior Investment Associate, Entry Level Finance, Entry Level Financial Services, Portfolio Operations, Cashiering Specialist, Banking Operations, Account Services Representative, Client Service Associate, Wealth Management Operations, Financial Advisor Assistant.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Application Question(s):

What are your compensation expectations for this role (salary or hourly rate)?

Ability to Commute:

Brighton, MI 48116 (Required)

Work Location: In person

Quick Apply

Refine Your Search

independent representative jobs in fenton, mi

Investment Operations Specialist

Directional Drill Team Foreman

Directional Drill Team Member

B2B Account Executive, Outside Sales

Retail Merchandising Field Specialist

Account Representative - State Farm Agent Team Member

School Bus Driver - No Experience Needed - Training Provided

Contact Center Representative

1099 Process Server

Executive Assistant to the Assistant Superintendent for Special Education

Consumer Relations Representative

Collections Specialist I

Field Execution Representative

Sales Representative (Commission)

Produce Associate

Communications Specialist

TWIC/TSA Sprinter Van/Cargo Van Owner Operator

Records Digitization Clerk

Pharmaceutical Sales Representative - Waterford, MI

Benefits Representative

I want to receive the latest job alert for independent representative in fenton, mi

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