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Assistant Investment Services Practice Coordinator

5 months ago

Columbia, United States Tribridge Partners LLC Full time
Job DescriptionJob Description

At TriBridge, everything we do, we do because we believe in making a meaningful difference in the lives of those we serve. We do this through collaboration among teams of specialists, using an established method designed to maximize the client experience. We assist clients in reaching their goals using insurance, financial, benefits, and advisory services.

Come grow with us Bring your high energy and fresh perspective and you will have the opportunity to grow with us professionally, financially, and personally. You will be collaborating with talented colleagues, many of whom have built successful careers while progressing through different roles and areas of the business, while establishing lifelong relationships and making a difference in our communities.

As Assistant Investment Services Practice Coordinator you will:

  • Answer client calls and inquiries promptly and assist with problem resolution
  • Prepare all paperwork for client meetings and process paperwork upon completion
  • Be proficient in use of FieldNet, Streetscape, DST Vision, various mutual fund sites and managed account sites etc.
  • Copy/forward all documents to the appropriate departments for review and approval; follow up and verify account set up, account numbers, and confirm asset transfers
  • Record and maintain files in accordance with Compliance Policy & Procedures
  • Review incoming/outgoing mail and other written correspondence, client complaints, etc.
  • Process trades for clients, set up and process DWAC/DTC delivery of securities, obtain transfer agents docs as needed, confirm transfer/receipt of assets
  • Coordinate producer's calendar - scheduling client annual review meetings
  • Manages producer's client relationship management system (CRM)
  • Coordinate client service requests
  • Coordinate client communications and status updates (via phone, mail & email)
  • Prepare weekly service reports for producer
  • Track open cases, referrals and service issues
  • Maintain records of sales and commission data
  • Coordinate marketing efforts and client events
  • Scan and electronically organizing forms, statements, licenses and other miscellaneous documents
  • Other duties as assigned

Qualified applicants should possess the following:

  • High school diploma
  • Life & Health license - active or able to obtain within 3 months of employment
  • Series 6 license is preferred and will be required after 6 months of employment
  • Must be extremely organized and show great attention to detail
  • Ability to work in a fast-paced environment
  • Strong written and verbal communication skills
  • Data entry and clerical skills
  • Proficiency in appropriate software, including but not limited to Microsoft Office (Word, Excel, Outlook, PowerPoint, Teams) and Adobe Acrobat

What we offer:

TriBridge offers competitive compensation plus a comprehensive benefits package.