What are the responsibilities and job description for the Investment Operations Coordinator position at Centerstone Family Wealth Advisors?
We are seeking an experienced Investment Operations Coordinator to support our Financial Advisors with advanced investment analysis, research, and portfolio operations. This role is critical to delivering high‑quality investment support while maintaining strict adherence to ethical standards, regulatory requirements, and company policies.
The ideal candidate is detail‑oriented, analytical, and comfortable working in a fast‑paced, highly regulated environment. You will play an important role in helping advisors manage client portfolios, evaluate investment opportunities, and ensure smooth day‑to‑day investment operations.
Key Responsibilities
Investment Analysis & Portfolio Support
- Assist in managing discretionary investment models for clients
- Conduct in‑depth analysis of financial information to evaluate business, industry, and economic trends
- Gather and analyze company financial statements, market data, industry reports, and economic indicators
- Interpret data related to price, yield, risk, stability, and future investment trends
- Summarize findings on short‑ and long‑term investment risks and economic influences
- Create charts and graphs to support investment reports and presentations
- Assist with placing trades and transactions under advisor direction
- Monitor portfolios and overall book of business for performance
- Participate in holistic reviews of client investments
Wholesaler & Research Coordination
- Communicate with fund wholesalers to gather investment and product information
- Meet regularly with wholesalers to review and update portfolios
Business & Practice Management
- Identify opportunities to improve workflows, quality, and efficiency
- Plan and prioritize daily tasks using calendars, to‑do lists, and workflow tools
- Take on additional allowable duties as assigned by Financial Advisors
Qualifications & Experience
- Licensing: Series 7 and Series 66 (or Series 65 & 63), plus state Life, Accident & Health license (or ability to maintain licenses required by Ameriprise Financial)
- Experience: Minimum of 2 years of related experience and/or equivalent education and training
- Education: Continuing education and commitment to lifelong learning expected
Skills & Competencies
- Strong analytical and problem‑solving abilities
- Excellent written and verbal communication skills
- Ability to read, analyze, and interpret business publications, financial reports, and regulatory information
- Proficient in Microsoft Excel, Word, Outlook, Teams, Adobe, and financial/accounting and CRM systems
- Ability to process money movement requests
- Understanding of financial planning concepts
- Comfortable navigating the Ameriprise Financial platform and assisting clients with online tools
Professional Traits
- Highest standards of integrity, honesty, and confidentiality
- Strong interpersonal skills with the ability to communicate clearly and professionally with clients and team members
- Empathetic, client‑focused approach with attention to discretion when handling sensitive financial information
Work Environment
This is an office‑based role within a professional financial services environment. The position requires the ability to manage multiple priorities and work effectively under mental demands associated with a fast‑paced, regulated industry. There are no significant physical demands beyond typical office work.
Pay: From $21.00 per hour
Benefits:
- Dental insurance
- Gym membership
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Preferred)
Work Location: In person
Salary : $21