Investment Operations Assistant (Hybrid)

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview:

Could you be our next Investment Operations Assistant? Globe Life is looking for an Investment Operations Assistant to join the team!

This role is responsible for bridging the gap between back-office operations and department support. The position requires strong administrative skills with a high proficiency in Excel, Word, Outlook, and PDF programs. This role requires a passion for doing quality work and the ability to handle sensitive information and confidential data with the utmost integrity.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do:

• 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.

What You Can Bring:

• 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.

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.

• Ability to work full time and/or part time based on the position specifications.

How Globe Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

• 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.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.