Current jobs related to Investment Analyst - Waukesha, Wisconsin - Drake & Associates, LLC

Investment Analyst

Are you enthusiastic about providing exceptional client service while playing a vital role in the daily operations of a thriving financial services firm? Drake & Associates, LLC is in search of a dedicated individual to undertake a variety of strategic planning and administrative tasks. The ideal candidate will quickly become an integral part of our team and witness the tangible results of their contributions on a daily basis. If you seek a rewarding career in a dynamic environment, we encourage you to consider this opportunity.

Key Qualifications:

• Minimum of 2 years of experience in an administrative role within a fast-paced setting
• Experience in the financial sector is advantageous
• Proficient in MS Office Suite, particularly Excel, at an intermediate to advanced level
• A commitment to long-term career growth

Essential Skills:

• Strong ability to prioritize tasks and manage time effectively
• Exceptional customer service skills, including excellent verbal and written communication
• Consistent follow-through on tasks
• Positive and approachable demeanor
• Persistence in achieving high-quality outcomes
• Excellent organizational skills, detail-oriented, proactive, and resourceful
• Professional phone etiquette and enjoyment in interacting with diverse clients
• Ability to maintain composure and professionalism under pressure
• Flexibility to work collaboratively as part of a team or independently

Primary Responsibilities:

• Development of financial plans, investment allocation strategies, insurance proposals, and presentations for client engagements
• Utilization of various platforms and software to gather client and product information
• Assessment of existing solutions against current market offerings
• Creation and maintenance of comprehensive client files
• Drafting client communications, including letters and emails
• Addressing routine client service requests, resolving inquiries, and escalating issues as necessary
• Support during client meetings

Compensation and Benefits:

• Salary range: $45,000 - $60,000

Work-Life Balance:

Enjoy three weeks of paid time off annually, with additional days off provided when company goals are met. We prioritize flexibility, allowing for remote work and time off for personal matters.

Retirement Planning:

We offer both Traditional and Roth 401(k) plans with a 3% company match, regardless of employee contributions. Employees under 50 can contribute up to $22,500, while those 50 and older can contribute $29,000, in addition to the company match.

Health and Wellness:

Comprehensive health insurance through Blue Cross Blue Shield, covering health, dental, and life insurance, along with paid time off for medical appointments.

Team Engagement:

We provide free lunches for team-building activities, along with complimentary beverages on-site. Our company culture emphasizes community involvement, offering paid time off for volunteering and mentorship opportunities.

Professional Development:

We support your professional growth by covering costs for obtaining licenses and certifications relevant to your career.

Company Culture:

We host quarterly team lunches, off-site team-building events, and an annual holiday party to foster a collaborative and enjoyable work environment.

Presented by Advisor Employee Services

Thank you for considering the Investment Analyst position. Advisor Employee Services specializes in connecting top financial advisors with exceptional talent across the nation. We invite you to explore our services and learn more about our commitment to building successful teams.