Primary Duties
Essential Duties and Responsibilities:
- Place daily trades and prepare reports for clients
- Perform the setup of all new accounts
- Confirm all pending check deposits to ensure prompt processing at each custodian
- Willing to reach out to partner custodians to gather updates on items as assigned
- Process daily downloads with custodians and software
- Perform the initial review of all new account paperwork that comes to the team, partnering with the client to ensure accuracy before processing with partner custodians
- Assist in production of quarterly statements for all advisors and/or companies
- Coordinate with other team members in the department to ensure daily deadlines are met
Required Knowledge, Skills, and Abilities
We want a team-oriented person willing to learn and able to communicate with our team and clients:
- Self-motivated with the ability to multi-task and prioritize tasks
- Pay great attention to detail and accuracy
- Team player – must strive to be a collaborative, valued member of the team
- Able to meet deadlines and keep track of multiple assignments/projects
- Strong interpersonal skills with an aptitude for clear articulation in both speaking and writing
- Exceptional problem resolution skills
- Proficient in Microsoft Excel and Word
How to Apply
Apply for this position through our Bamboo HR site:
https://retirementplanconsultants.bamboohr.com/careers/64