Investment Operations Assistant
3 months ago
Financial Services firm is seeking a well-rounded, experienced professional to join our team as an Investment Operations Assistant
Description of Position
· Preparing and processing all paperwork needed for investment brokerage/advisory/variable annuity client accounts
· Identifying appropriate forms and assisting clients with successful completion
· Processing and monitoring account funding and asset transfers
· Documenting investment tasks and actions with diligence, timeliness, and transparency
· Maintaining client review notes and logging in CRM system
· Understanding functionality and efficiently handling client cash management accounts (i.e., RMD’s, Death Distributions, Periodic Withdrawals)
· Ensuring compliance requirements are implemented and followed
· Running performance reports in BlackDiamond, Morningstar and other proprietary software tools
Skills
· Extraordinary customer service and professionalism
· Energetic, proactive, and comfortable learning on the fly
· Works well in a fast-paced environment and can prioritize tasks
· Completes tasks quickly without sacrificing quality and accuracy
· Prompt with time and deadlines
· Highly accountable and detail-oriented, with impeccable follow-through
· Comfortable working autonomously and within a team
Education
- Bachelor’s degree preferred
- 2+ years financial industry experience preferred
- FINRA SIE, Series 6 or 7 licenses preferred (or willing to obtain)
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