Investment Advisor Assistant
  • Job Posting Expires: 12/31/2023
1M ago
$30,000 to $40,000
Full Time
Financial Services
Primary Duties

We are looking for someone who has a passion to provide excellent customer service to our advisors. If you are detail oriented and a hands-on learner, this position would be a great fit for you. 


Essential Duties and Responsibilities:

  • Perform the setup of all new accounts
  • Confirm all pending check deposits to ensure prompt processing at each custodian
  • Process daily downloads with custodians and software
  • 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
  • Problem solve all issues to speed processes
  • We want a team-oriented person willing to learn and able to communicate with our team and clients.

Required Knowledge, Skills, and Abilities


  • 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


What We Offer You:

At Wealth Management, an Integrity Company, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

  • Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
  • Competitive Compensation
  • Multiple health insurance plans to choose from 
  • Integrity-paid HSA contributions for eligible health plans
  • Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
  • Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
  • Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
  • Opportunity for growth

How to Apply

Apply for this position through our Bamboo HR site: