Investment Services Specialist

Matson Money•Scottsdale, AZ

14h•Onsite

About The Position

At Matson Money, our purpose is to empower families in discovering their true purpose for money by transforming the investing experience, leaving them with freedom, fulfillment, and love. Founded in 1991 by Mark Matson, Matson Money is a dynamic growing money management and training and development firm with offices in Mason, OH and Scottsdale, AZ. We currently manage over $13 billion in assets. We are looking for a positive, service-oriented individual to join our growing team as an Investment Services Specialist. Our core values are based on the ideals of the American Dream: Integrity, Entrepreneurial Spirit, Education & Inquiry, Training & Development, and Capitalism. We are committed to providing a work environment where there is equal opportunity to achieve success and prosperity through hard work, determination, and initiative. We are bold. We are Accountable. We are Committed. We are Fearless. We aim to provide the highest level of service in the financial services industry. Our service to clients and advisers we work with should be an engaging experience. We want to get things done and not be shackled by red tape. We think outside the box and come up with solutions that maximize benefit to all parties involved. Attitude will impact our personal and professional success and happiness. We look to find people that are a joy to be around and will lift up those around them. Success of the team requires team players that put the success of their team ahead of themselves. You provide a team mindset, and we provide enabling conditions and compelling direction to set everyone up for joint successes. We strive to instill discipline for investors by providing ongoing coaching and education to help them reach their American Dream. If you possess the above values, we can teach you the industry and the role. Under the direction of the Director of Operations, the Investment Services Specialist is a member of our passionate, high-performance team dedicated to excellence. The primary responsibility is to provide world-class service while offering creative solutions to the Registered Investment Advisors and Registered Representative that act as Co-Advisors and/or Solicitors on behalf of Matson Money. We’re looking for people who are willing to discover their true purpose and co-create a future of possibilities with us. If the above speaks to you, we want to invest in you and can teach you the industry. Join us in empowering families to achieve peace of mind, abundance, and greatness!

Requirements

Be positive, energetic, friendly, service oriented
Be highly motivated, fearless, hardworking, and team oriented
Be team focused with ability to work independently, occasionally with little guidance or direction
Be highly attentive to details
Have the ability to continually identify problems/solutions – solution oriented
Is naturally attentive to detail, inclined to fact find, and geared towards follow through
Have the ability to multitask while completing time sensitive responsibilities
Have the ability to communicate with outside business partners and internal team members at all levels of the organization

Nice To Haves

General understanding of computers and Microsoft Office products
2+ years of financial services experience
4-year degree

Responsibilities

Provide world-class service while offering creative solutions to the Registered Investment Advisors and Registered Representative that act as Co-Advisors and/or Solicitors on behalf of Matson Money.