Description

Vision Financial Group, a dynamic, holistic Des Moines-based financial services company, is seeking a detail-oriented, customer service-focused individual to fill the Asset Management Associate role. This role focuses on data processing and updating, financial reporting, creating illustrations, and providing support for client relationships.

Specific job duties include, but are not limited to:

• Monitoring account deposits and transfers
• Mapping trade recommendations
• Obtaining trade approval and ensuring trade completion
• Monitoring and managing advisory fees, account debit balances, cash balance thresholds
• Recommending and monitoring investment options for retirement plans
• Advisory fee resolution
• Contacting clients to obtain trade approval (with appropriate licensure)
• Completing fixed income research & trading
• Contributing to Investment Committee preparation, research, & follow-up
• Raising funds for distributions & contributions
• Maintaining and retrieving appropriate account performance information in the appropriate databases
• Generating proposals and hypotheticals
• Updating and reviewing asset allocation spreadsheets

Requirements

• Bachelor's or other college degree, certification, or equivalent
• 0 - 2 years in the financial industry
• Solid understanding of investments and financial planning strategies for clients
• Strong attention to detail with the ability to work efficiently & accurately
• Strong financial and analytical skills
• Self-starter, problem solver, goal-oriented, and a team player
• Excellent customer service, communication, and relationship building skills required

Physical Requirements

• Standing or sitting for extended periods of time in an office environment
• Working on a computer for extended periods of time 
• Lifting up to 15 pounds