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Impact Personnel - Stamford, CTInvestment Service Coordinator position for high end boutique wealth management firm located in, Stamford, CT. Position involves supporting the investment lines of the business including management of various databases, investment forms preparation and processing, client servicing, investment trading and other office administrative functions. Specific Job Responsibilities: Maintain alternative investment database. Maintain IRA distribution database. Maintain systematic withdrawal database Maintain alternative investment database. Maintain annuity database. Maintain C share database. Assets under management reporting: update account groupings. Print quarterly management reports. Review quarterly cash needs. Set clients up with online access to system. Prepare investment updates and trackings... See job listing >7 days ago from FairfieldCountyJobs.com - Save - More Tools...
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Impact Personnel
Permanent & Temporary Employment Agency
| Company Type | Private |
| Company Size | 1 - 10 employees |
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