Primary Duties
Join the Wealth Management Team today!
Wealth Management, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2005. We are dedicated to simplifying and humanizing the intersection between tax planning and wealth management.
We believe in the growth of our employees and provide opportunities for advancement by providing training and education needed to be successful. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.
Job Summary
This role involves executing daily trades, preparing client reports, setting up new accounts, and ensuring timely processing of deposits and paperwork. Responsibilities also include assisting with quarterly statements and coordinating with team members to meet deadlines. Strong communication, teamwork, and a willingness to learn are key for success in this position.
Primary Responsibilities:
- Place daily trades and prepare reports for clients
- Process daily downloads with custodians and software
- Perform the set-up of all new accounts
- Process daily downloads with custodians and software
- Assist in production of quarterly statements for all advisors and/or companies
- Problem solve all issues to speed processes
- Train and work with employees from advisor groups in a supervisory role
- We are looking for a team-oriented person willing to learn and able to communicate with our team and clients.
Benefits
Benefits include, but are not limited to:
- Health Insurance
- Dental and Vision Insurance
- Life Insurance
- Short- and Long-Term Disability Insurance
- Retirement Plan
- Paid Time Off and Paid Holidays
- Relaxed Dress Code
- Employee Ownership Program
- Opportunity for Growth