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Investment Operations Specialist

1 month ago

Minneapolis, Minnesota, United States Northwestern Mutual Full time
Job Overview

Mila Wealth Management is a dynamic, boutique wealth management firm dedicated to empowering individuals to achieve their financial goals. As an Investment Operations Associate, you will play a critical role in supporting our team in delivering exceptional client experiences.

Key Responsibilities
  • Ensure accurate preparation and execution of client recommendations
  • Process and track new accounts, coordinating with the planning team as needed
  • Monitor trades, verify funds, and implement asset allocation strategies
  • Participate in client meetings to discuss financial plans and investment proposals
  • Track potential rollover opportunities and construct comprehensive financial plans
  • Prepare client review materials and assist with investment audits
  • Run and analyze performance reports using various tools and platforms
  • Provide exceptional client service and a concierge experience
  • Optimize growth in risk management and advisory wealth management businesses
  • Ensure compliance with NMIS and NMWMC requirements
  • Handle client service requests regarding their plans and accounts
Requirements
  • Minimum 3 years of investments/financial experience
  • Securities (6 & 63) and life & health insurance licenses
  • Series 7 license preferred
  • History of clean compliance record
Performance Skills
  • Superior analytical, organizational, research, and grammar skills
  • Ability to work in a fast-paced environment
  • Strong client focus, excellent listening skills, and attention to detail
  • Strong communication skills, attention to detail, and consistent follow-through
  • Punctual and brings a positive mindset and upbeat energy to the office
  • Ability to multi-task, prioritize, and work efficiently

To learn more about our team, visit our website at www.MilaWealthManagement.nm.com