Investment Operations Assistant

GlobeLife

Investment Operations Assistant responsible for closing settlements and maintaining financial compliance at Globe Life. Seeking skilled individual with a degree in finance or equivalent experience, based in McKinney, Texas.

Posted 4/15/2026full-timeMcKinney • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Facilitate the closing and settlement of private placements and mortgages.
Manage Limited Partnership (LP) documentation and execution of subscription agreements.
Perform mandatory wire callbacks to verify payment instructions and prevent fraudulent activity.
Maintain Documentation for financial compliance: W9s, QIB forms, AML, KYC.
Handle department-wide procurement of supplies and services; manage monthly expense reporting and reconciliation for the investment team.
Organize internal and external meetings, including room prep, agenda distribution, and catering.
Serve as the first point of contact for guests and manage visitor check-in.
Proactively manage complex calendars for senior leadership, including booking domestic and international travel and high-profile conferences.
Assist with ad-hoc operational audits or administrative tasks as required by the Operations Manager.

Requirements

What you’ll need

Undergraduate degree in Business Administration with focus on Accounting or Finance or equivalent work experience within financial services, private equity or wealth management.
3+ years of experience in an investment or financial department role preferred.
Strong MS Office (Outlook, Word, Excel, Teams) skills required.
Ability to take direction and work independently and know when to ask for help.
Ability to identify and understand confidential information and maintain related company protocols.
Excellent verbal and written skills required.
Strong ability to multitask and maintain accuracy.
Demonstrated ability to work in a team environment.

Benefits

Comp & perks

Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial compliancewire callbacksexpense reportingdocumentation managementprocurementcalendar managementoperational auditssubscription agreementsprivate placementsmortgages

Soft Skills

independenceconfidentialitymultitaskingaccuracyteamworkcommunicationorganizationdirection followingproactivityguest management