Investment Portfolio Administrator
5 days ago
We are looking for an Investment Administrator to handle day-to-day activities regarding client accounts at Coastal Wealth.
You will be part of a team that conducts client account reviews and field calls during random economic/market events.
In this role, you will utilize software programs to automate tasks and collaborate with the parent office investment team as needed.
Your key responsibilities will include analyzing and optimizing portfolios, tracking retirement contributions, and communicating with the service team.
You will need to have a solid understanding of financial concepts and services, as well as proficiency in math and tax knowledge.
A Series 7 and Series 66 certification is highly desirable, and relocation is required prior to commencing work.
What We Offer:
- Competitive estimated salary: $54,000 - $70,000 per year
- Ongoing training and support to ensure success in your role
- A collaborative and dynamic work environment
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