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Investment Coordinator — Trade Support & Client Services

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: North Star Resource Group
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Madison, WI is seeking an Investment Coordinator to enhance client experiences. Responsibilities include completing trades, managing account spreadsheets, and monitoring investments. Ideal candidates will possess strong communication, organizational skills, and have or be able to obtain required securities licenses. This full-time role offers a competitive salary between $65,000 - $85,000 annually depending on experience and qualifications.
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