Investment Solutions Coordinator
19 hours ago
Burnett Specialists Staffing | Recruiting is a boutique financial services company seeking an Investment Solutions Coordinator to join their team. The ideal candidate will have strong analytical and problem-solving skills, with the ability to work well in both a team environment and independently.
As an Investment Solutions Coordinator, you will be responsible for assisting with aspects of servicing clients by coordinating with retirement plan providers, facilitating communication between all parties, reviewing required action items for administrative items related to investment management, and ensuring a smooth fund change experience.
The salary for this position is estimated to be around $55,000 per year, based on industry standards and the company's location.
Key Qualifications:- Bachelor's degree (all majors encouraged to apply) or 2 years industry-related experience preferred
- Proficient in Microsoft applications
- Detail-oriented
- Able to work well in both a team environment and independently
- Client service mentality, adaptability, and willingness to collaborate openly with other functions
- Experience with online CRMs preferred
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