Investment Administrative Coordinator

3 weeks ago

Napa, United States Kavaliro Full time

Kavaliro is looking for an Investment Administrative Coordinator who will be a productive contributor to the Wealth Management department. The Investment Coordinator provides administrative support to Advisors in the Wealth Management department, while also delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.


Essential Functions:

  • Provide phone coverage for the Wealth Management and Insurance Services Departments.
  • Provide reception to visitors and direct them to the appropriate persons, locations, and/or departments.
  • Perform basic and advanced word processing for letters, memos, reports, etc.
  • Photocopy and distribute meeting materials, correspondence, and sort and distribute mail.
  • Monitor, order and distribute office supplies and manage meeting room schedule.
  • Maintain department filing cabinets, shelves, and meeting rooms.
  • Maintain proper inventory of sales literature and prospectuses and keep current as necessary and dictated by industry regulations.
  • Assemble and distribute packaged presentation, binders and other reports and presentations as directed.
  • Submit required trade documentation to the broker dealer to meet regulation-mandated deadlines.
  • Gather research data on companies and products being considered by department.
  • Issue and scan client documents as directed in regard to depositor accounts.
  • Organize paperless storage system for department files to ensure proper storage of documents.
  • Compile and update reference binders and orientation packets.
  • Coordinate community events for the Wealth Management Department.
  • Perform duties specific to reporting/marketing/operations as assigned.


Education and Experience:

  • An associate degree or an equivalent combination of education and experience in sales of investment products.
  • 2- 3 years of related administrative or operational experience and/or training required.
  • Experience with Microsoft Excel is a must



Compensation: base starting range $23.00 to $25.00 per hour commensurate with experience.


Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

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