1-707-445-9641

Investment Administrator

in Job Postings

Requirements

  • Must be committed to a career in the field of investments and financial planning.
  • Minimum of 3 years of experience in a professional office environment.
  • Must be a highly ethical and self-motivated individual who works well within a team setting.
  • Must have strong written and verbal communication skills.
  • Must have a working knowledge of Microsoft Office including: Word, Excel and Outlook.

Job Duties

  • Manage relationships with clients and internal/external resource providers.
  • Generate and manage client communications and tasks by telephone, mail and internet.
  • Coordinate service activities and delegate appropriate tasks to team members.
  • Participate in ongoing business development and marketing projects.
  • Ability to adhere to ruels and regulations as set forth by the advisor and the SEC.

Schedule

  • Monday – Friday 8AM – 5PM

Rate of Pay

  • $15 – $20/hr DOE/DOQ
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