We're searching for an investment processor to support two senior financial advisors in a growing firm with a positive atmosphere and healthy work-life balance. This role entails helping clients set up new investment accounts, servicing existing accounts, and other administrative tasks. If you are detail-oriented, able to multi-task, and enjoy a family-focused environment, this role may be great for you!
Compensation:
$60,000 - $90,000 yearly
Responsibilities:-
Manage accurate client records through diligent data entry and recordkeeping
- Strengthen existing abilities and gain new ones by participating in training opportunities
-
Increase productivity by creating record-keeping procedures for customer data filing systems
-
Generate status reports as requested so the team is informed with progress reports
-
Create investment proposals
-
Organize client financial and personal data to populate investment-related paperwork
-
Update existing client database and records
-
Update investment sales materials and rate sheets from various carriers
-
Direct client correspondence
Qualifications:-
Navigate computer programs with ease to provide an excellent experience for clients
-
Enjoy talking with clients and can communicate through verbal and written channels
-
High school diploma or GED required, some college experience preferred
-
Proven track record of completing projects on time in an orderly manner
-
Prior experience working with investments is preferred
About Company
-
A work-life balance most financial careers don't offer
-
Positive environment with opportunities for income and career growth
-
Rewarding opportunity to benefit clients who rely on our advice to accomplish their goals
-
Well-rounded benefits package offered
-
Hybrid or work-from-home role
-
On-the-job training available
