Investment Operations Associate
About The Position
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people! This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.
Requirements
- Energetic
- Organized
- Process driven
- Detail oriented
- Efficient
- Enjoys being a part of a team
- Able to multi-task
- Comfortable with strict deadlines and varying workload
- Experience in Microsoft Office required (Excel/Word/Outlook)
Nice To Haves
- Proficiency with Morningstar, eMoney, and Salesforce preferred
Responsibilities
- Assist in preparing client facing materials
- Review investment, insurance, and financial planning documents
- Conduct data analysis and organize financial information
- Prepare written retirement planning reports (Cash flow, asset allocation, retirement readiness and asset allocation)
- Develop professional presentations to communicate planning recommendations
- Coordinate with advisors and client relationship coordinators to confirm client data
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
