Operations Coordinator
Job Summary
Supporting the Investment Advisory Department, the full-time Operations Coordinator will manage client onboarding, produce quarterly investment reviews, and act as a liaison between clients and service providers while working remotely.
Key responsibilities
- Produce quarterly investment reviews for Defined Contribution (DC) and Defined Benefit (DB) clients
- Assist with the establishment of new client relationships and coordinate new business paperwork
- Document and confirm investment committee decisions during client meetings
Required qualifications
- Associates degree or equivalent work experience in the retirement or brokerage industry; Bachelor's degree preferred
- Experience with investment-related software preferred
- Strong organizational skills and ability to multi-task
- Working knowledge of Microsoft Office suite, including Excel, PowerPoint, and Word
- Ability to work independently and collaboratively in a fast-paced environment
Complete Job Description
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