Investment Processor
Clear Path Financial
Horsham, PA US
Posted ago
Clear Path Financial

We're searching for an investment processor to support two senior financial advisors in a growing firm with a positive atmosphere and healthy work-life balance. This role entails helping clients set up new investment accounts, servicing existing accounts, and other administrative tasks. If you are detail-oriented, able to multi-task, and enjoy a family-focused environment, this role may be great for you!

  • Manage accurate client records through diligent data entry and recordkeeping

  • Strengthen existing abilities and gain new ones by participating in training opportunities
  • Increase productivity by creating record-keeping procedures for customer data filing systems
  • Generate status reports as requested so the team is informed with progress reports
  • Create investment proposals
  • Organize client financial and personal data to populate investment-related paperwork
  • Update existing client database and records
  • Update investment sales materials and rate sheets from various carriers
  • Direct client correspondence


  • Navigate computer programs with ease to provide an excellent experience for clients
  • Enjoy talking with clients and can communicate through verbal and written channels
  • High school diploma or GED required, some college experience preferred
  • Proven track record of completing projects on time in an orderly manner
  • Prior experience working with investments is preferred

$60,000 - $90,000 yearly
About Clear Path Financial
  • A work-life balance most financial careers don't offer
  • Positive environment with opportunities for income and career growth
  • Rewarding opportunity to benefit clients who rely on our advice to accomplish their goals
  • Well-rounded benefits package offered
  • Hybrid or work-from-home role
  • On-the-job training available

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