Investment Coordinator

Reports to
:
Supervisor, Support Services

Compensation & Benefits
:

• $65,000 - $85,000 per year depending on qualifications and experience

North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.

This role is essential to our client’s experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As an Investment Coordinator, you will be a vital piece of the advisor’s practice by completing mutual fund, ETF, and stock trades, prepping account spreadsheets for review meetings, creating/updating models in trading systems for investment accounts, re‑balancing large blocks of accounts using block order trading, monitoring investmentingungen, corporate actions, and cash balances, developing relationships with wholesalers to stay informed about investment options and market trends, ensuring all current and proposed investments meet compliance standards, accurately entering information into financial planning software, assisting clients with various service requests, and performing ad‑hoc projects.

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• SIE, Series 7 & 66 securities licenses required for the position (either existing or ability to obtain within 90 days after hire)
• Strong communication and human‑relation skills toländ develop and maintain positive working relationships with representatives, clients, and company personnel
• Excellent initiative, ability to learn quickly and work independently
• Strong organizational and problem‑solving skills
• Attention to detail and accuracy
• Working knowledge of Microsoft Office programs
• Strong typing, grammar, spelling, writing, and proofreading skills for composing and editing business correspondence
• 2+ years experience in the Financial Services Industry preferred

• Associate

• Full‑time

• Strategy/Planning, Accounting/Auditing, and Customer Service