Financial Operations Associate
3 days ago
Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management.
We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.
We are seeking a highly skilled Client Service Associate to join our expanding team in our Northfield office.
The primary role is direct client contact to service new and existing accounts while working with the Financial Advisors who have the primary client relationships.
The ideal candidate will have the following skills:
- Bachelor's degree
- Experience working in a Registered Investment Advisory firm or operations for a Securities Broker-Dealer
- Familiarity with paperwork and processes of Charles Schwab
- Proficiency in Microsoft Excel and Word
- Self-motivated with ability to work independently and within a team environment
- Meticulous attention to detail
- Ability to multitask and move attention and effort back and forth between two or more activities when engaged in them at the same time
- Ability to prioritize list of outstanding tasks to effectively handle urgent matters
- Strong verbal and written communication skills
- Strong ability to quickly learn new technology and digital systems
Salary and Benefits:
- Competitive salary based on experience
- A full benefits package including Health, Dental, Disability and Life Insurance
- A 401k plan that includes a company match
- Paid Time Off
This is a hybrid role, working a few days in the office and a few days remote. We have an office in Lombard as well as Northfield so depending on the candidate's location, they can work onsite at either/both locations.
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