Investment Operations Associate

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

• Assist in preparing client facing materials
• Review investment, insurance, and financial planning documents
• Conduct data analysis and organize financial information
• Prepare written retirement planning reports (Cash flow, asset allocation, retirement readiness and asset allocation)
• Develop professional presentations to communicate planning recommendations
• Coordinate with advisors and client relationship coordinators to confirm client data
• We are looking for an individual with the following traits: Energetic
• Organized
• Process driven
• Detail oriented
• Efficient
• Enjoys being a part of a team
• Able to multi-task
• Comfortable with strict deadlines and varying workload

Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come.

As the role is mastered there is an opportunity for substantial income growth and other flexibility.

• Bachelor’s degree preferred; associate degree required
• Experience in Microsoft Office required (Excel/Word/Outlook)
• Proficiency with Morningstar, eMoney, and Salesforce preferred