Job description
Investment Operations Coordinator
Primary responsibilities include servicing clients, account opening/maintenance, performing administrative tasks, tracking relevant team data, and general organization support. The ideal candidate has strong organizational skills and attention to detail. This individual can multi-task while working in a team dynamic.
This role will handle details of highly confidential and critical nature and will prepare and collect information for current and future clients.
Responsibilities will initially include:
· Prepare and maintain client documents and files
· Answer client phone calls
· Assist with account opening procedures
· Create and update spreadsheets
· Track team metrics
· Update information in CRM
We are looking for an individual with the following traits:
· Efficient
· Enjoys being a part of a team
· Ability to multi-task
· Strong time-management skills
· Comfortable with CRM/Salesforce
· Attention to detail
Our Take:
We are looking for an enthusiastic team member to help us bring our investment clients through our onboarding process and assist with paperwork and follow ups. This person has a direct role in our team’s success and the revenue generated. This person must have impressive attention to detail, be process-oriented, and understand our client’s needs and how to help them.
· At least one-year industry experience preferred
· Bachelor's Degree preferred, Associate Degree required
· Experience in Microsoft Office required (excel/word/outlook)
· Salesforce CRM experience ideal
Job Type: Full-time
Schedule: 8-hour shift, Monday through Friday
Pay: Base pay starting at $50,000/year with bonus opportunity
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Elmsford, NY 10523: Reliably commute or planning to relocate before starting work (Required)
Education:
- Associate (Required)
Work Location: In person
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