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Administrative Transitions Coordinator

4 months ago

Phoenix, United States Foundations Investment Advisors Full time

Foundations Investment Advisors is dedicated to helping investors make sense of their current and future financial lives. We have the experience, knowledge, and dedication needed to help clients navigate their ever-changing economic landscape.

The responsibilities for the Transitions Coordinator include, but are not limited to:

- Onboarding new Advisor accounts in bulk and processing incoming asset requests. Our custodial relationships are with Fidelity, Schwab and Pershing. Previous experience with them is preferred, but not required.
- Conduct Data Analysis: Perform thorough data analysis of clients' information and CRM systems to ensure data integrity and accuracy.
- Data Import and Transfer: Efficiently import and transfer data to a secure central database, maintaining strict confidentiality and security protocols.
- Multi-Format Data Interpretation: Read, interpret, and verify data from multiple formats, ensuring consistency and accuracy across all datasets.
- Maintaining data systems for portfolio management and performance reporting. Foundations Investment Advisors utilizes Orion Advisor Services. Previous experience with such software is preferred, but not required.
- Provide exceptional customer service to our Advisors by answering basic questions about their accounts and diligently detail your conversations into our CRM.

**Experience**:

- A minimum of 1-4 years of administrative and customer service experience in wealth management.
- A proficiency in PC fundamentals with programs such as MS Windows, Word, Excel and PowerPoint, and Adobe Acrobat.
- 1-2 years of experience with custodians such as Fidelity or TD Ameritrade is required.
- DocuSign experience is preferred, but not required.

Important skills required:

- Interpersonal relationship development
- Clear written and oral communication capabilities
- Detail Oriented: Be logical, independent, organized, and a self-motivated problem solver that requires little supervision and enjoys the challenge of finding answers by him or herself.
- People Oriented: Be punctual, disciplined, adaptable, compassionate, and a person who can make good decisions when faced with new challenges and can work effectively in the field
- Strategic planning/organizing and quality control

Professional business attire. Casual Friday.

Pay: $50,000.00 - $60,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

**Education**:

- Bachelor's (preferred)

Work Location: In person