What are the responsibilities and job description for the Associate, Distribution position at Tandem Investment Advisors, Inc.?
TO APPLY ONLINE, PLEASE VISIT OUR WEBSITE WWW.TANDEMADVISORS.COM/CAREERS.
Tandem Investment Advisors, Inc. is seeking an Associate, Distribution to work collaboratively with a highly driven, client-focused team to create a best-in-class experience for both our clients and associates. The area of responsibility for this role is very wide, therefore the ideal candidate must thrive in a fast-paced environment and have a passion for developing new skills and improving efficiency. The Associate, Distribution will play a key role in identifying opportunities for new growth, while servicing all partners with our white-glove service approach.
Job Description:
- Optimize new and existing distribution networks, identifying opportunities to reduce costs and improve efficiency
- Identify and pursue growth opportunities
- Service relationships with existing and prospective partners and clients
- Ensure adherence to industry regulations and company policies
- Maintain partner database, including collecting and researching partner and firm information
- Proactively seek ways to improve administrative and operational processes related to distribution
- Assist with research, client-support, and various operational tasks, as needed
- Create and analyze summary reports for partner and firm data
- Coordinate and participate in client/partner events, meetings, and calls
- Support with day-to-day administrative tasks - daily partner outreach, travel coordination, and event management
Job Qualifications:
- College degree preferred
- Travel may be required
- Series 65 or other qualifying licensing required
- Experience in a client service and industry related role
- Detail oriented with superior organizational skills and ability to prioritize tasks
- Exceptional writing, interpersonal, and client service skills
- Strong computer skills and knowledge of Microsoft Word, PowerPoint, and Excel
- Acts as a team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment with strong problem-solving skills to identify and resolve issues that arise
- Goal oriented, self-motivated, and results driven
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, and managed accounts
Benefits:
- Benefits package includes 100% employer paid medical, dental, vision, term life and long-term disability insurance
- Once eligible, ability to participate in Tandem’s 401k Safe Harbor Profit Sharing Plan and receive a non-elective 3% employer contribution toward your 401k plan
TO APPLY ONLINE, PLEASE VISIT OUR WEBSITE WWW.TANDEMADVISORS.COM/CAREERS.