Investment Administrator
  • Job Posting Expires: 6/30/2022
2M ago
$30,000 to $40,000
Full Time
No
Financial Services
None
None
Primary Duties

Join the Wealth Management Team today!

 

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.  

 

Our Company

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products with an intense focus on data and technology. We are an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead. Headquartered in Dallas, Texas, Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.

 

Wealth Management, now a partner with Integrity, has been around for about 17 years and our business and staff continues to grow. We are located in Norfolk, NE, but we service advisors nationally. We believe your role in the Firm should lead to personal growth and opportunity for advancement. We welcome you to apply regardless of your current knowledge of the wealth management industry!

 

Wealth Management- Investment Administrator

 

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

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

How to Apply

Apply for this position through our company link with Bamboo HR:  

BambooHR