Investment Administrator
  • Job Posting Expires: 2/28/2023
1M ago
$30,000 to $40,000
Full Time
Financial Services
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

  •  Employee Ownership Plan
  •  Paid Time Off for Vacation, Sick and Personal
  •  Generous Paid Holidays
  •  Community Service Paid Time Off
  •  Competitive Health Insurance
  •  401k Retirement Plans with competitive employer paid match
  •  Work/Life Employee Assistance Program

How to Apply

Apply for this position through our Bamboo HR site: