Investment Administrative Coordinator

4 weeks ago


Napa, California, United States Kavaliro Full time
Job Title: Investment Administrative Coordinator

Kavaliro is seeking a highly organized and detail-oriented Investment Administrative Coordinator to join our Wealth Management team. As a key member of our team, you will provide administrative support to our Advisors, ensuring seamless execution of daily operations.

Key Responsibilities:
  • Provide exceptional phone coverage for our Wealth Management and Insurance Services Departments.
  • Ensure a warm welcome for visitors, directing them to the appropriate persons, locations, and/or departments.
  • Deliver high-quality word processing services for letters, memos, reports, and other documents.
  • Manage meeting materials, correspondence, and mail distribution with precision.
  • Monitor and maintain office supplies, meeting room schedules, and department filing cabinets.
  • Ensure accurate inventory of sales literature and prospectuses, keeping it up-to-date as necessary.
  • Assemble and distribute packaged presentations, binders, and reports as directed.
  • Submit trade documentation to the broker dealer in a timely manner to meet regulatory requirements.
  • Gather research data on companies and products being considered by our department.
  • Issue and scan client documents as directed for depositor accounts.
  • Organize our paperless storage system for department files, ensuring 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.
Requirements:
  • 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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