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Investment Operations Associate

The SKG Team at Barnum Financial Group · Elmsford, Vereinigte Staaten Von Amerika · On-site

  • Escritório em Elmsford
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Description

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

  • Assist in preparing client facing materials
  • Review investment, insurance, and financial planning documents
  • Conduct data analysis and organize financial information
  • Prepare written retirement planning reports (Cash flow, asset allocation, retirement readiness and asset allocation)
  • Develop professional presentations to communicate planning recommendations
  • Coordinate with advisors and client relationship coordinators to confirm client data

We are looking for an individual with the following traits:

  • Energetic
  • Organized
  • Process driven
  • Detail oriented
  • Efficient
  • Enjoys being a part of a team
  • Able to multi-task
  • Comfortable with strict deadlines and varying workload

Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

  • Bachelor’s degree preferred; associate degree required
  • Experience in Microsoft Office required (Excel/Word/Outlook)
  • Proficiency with Morningstar, eMoney, and Salesforce preferred

Benefits

Salary: $65,000 plus performance bonus- Up to 20% total bonus potential.

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance