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

• 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