Title: New Business Coordinator (NBC)

CoreCap Advisors, LLC (“CCA”) is a mid-sized Registered Investment Advisor firm. CoreCap Investments, LLC is a mid-sized independent Broker-Dealer (“CCI”) firm. Our main office is based in Southfield, Michigan.

Job Summary:

The New Business Coordinator is responsible for processing paperwork for CCA & CCI clients.

Summary of Essential Job Functions (included but not limited to):

· Opening of new fee-based and transaction-based accounts, including ensuring that all paperwork is in good order and completed in a timely manner

· Working with custodians and carriers to open new accounts

· Processing client service requests, including distributions, deposits, ACATs, RMDs

· Provide excellent customer service through regular communication via phone and email

· Updating records for Advisors, Registered Representatives, and their respective clients

· Other operational, administrative and data-entry responsibilities as assigned

Qualifications:

· Financial services and/or operations experience preferred

· Ability to work well both independently and as part of a team

· Ability to multi-task

· Strong attention to detail

· Reliable and punctual, with effective time management skills

· Ability to meet deadlines and work well under pressure

· Proficient with Microsoft Office and Adobe products

Compensation is commensurate with experience. Benefits to full-time employees include health, dental and vision benefits. All applicants are required to take a PI Survey. All employees are subject to a background check prior to hire.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday
• No nights

Work Location: In person