What are the responsibilities and job description for the Investment Operations Specialist position at INTEGRATED FINANCIAL GROUP?
- Attention to detail
- Opening accounts, ACAT transfers, wires, lines of credit
- Investment tracking from application through to completion
- Process, track advisor planning and client service requests
- Keep a detailed cash report using IFG systems
- Help maintain and update proprietary reports and client databases
- Prepare analysis and generate proposals for client meetings
- Understand and become proficient in Albridge, Morning Star and account aggregation software
- Maintain the organization of all physical and electronic files
- Prepare investment reviews and asset allocation sheets
- Track investment transaction history
- Use Microsoft Word, Excel, and PowerPoint
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Salary : $50,000 - $70,000