Primary Duties

• 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
• 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 advisor 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
• Problem solve all issues to speed processes
• Train and work with employees from advisor group in a supervisory role
• Calculate and collect management fees
• We want a team-oriented person willing to learn and able to communicate with our team and clients.

Our Company

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 opportunity 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.

Benefits

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

How to Apply

Please apply on our website with this link: BambooHR