Investment Operations Associate

Assistant Support for Investment Client Services:

• New and existing investment account document management, and service processing
• Asset movement (Distributions and deposits)
• Tasks tracked in CRM (Client relationship management software system for details)
• Client document follow up as necessary
• Online client service and navigation
• Investment research assistance
• Scanning documentation for back up
• Microsoft word, excel, and outlook required.

• Maintain client case files through e-filing into CRM (Client relationship management software system for details)
• Process incoming non-securities/securities Address and beneficiary changes
• Provide possible administration support for insurance processing

• Life and Health Insurance License
• Experience in administration support or customer service, preferably in financial services
• Strong attention to detail with the ability to work with a high degree of accuracy
• Demonstrates organization and time management skills and ability to multitask, set priorities, and meet deadlines
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Ability to adjust quickly to priorities and work in a fast-paced environment
• Excellent oral and written communication skills
• Collaborative team player with the confidence to take lead in responsibilities underneath direction
• Ability to incorporate feedback
• Possesses a strong sense of integrity, honesty and willingness to work hard to get the job done