Carex is partnering with a fast growing investment advisory firm to find an Investment Associate. Our partner is looking for a tech savy and ambitious person to join the team! This role is on-site here in Madison, WI. The role will focus on project management and application implementation.
What you’ll do:
- Work with financial applications, complete configurations and oversee movement of funds digitally.
- 50% project management, 30% application implementation, and 20% misc
- Assist the Chief Operating Officer and Financial Advisors with day to day activities and operations
- Assist with asset movement, funds disbursements, and transfers
- Assists with creation of daily and monthly investment reporting
- Client service requests, report preparation, processing account paperwork, prepare customer files for appointments
- Day to day wealth management client contact
- Assist Financial Advisors with financial plan preparation if needed
- Track and enter referrals and update new and existing client information in CRM
- Handle referrals and questions from business partners and schedule appointments, call backs, etc.
- Attend client meetings and maintain client files.
What you’ll bring:
- College degree preferred
- Proficiency in Microsoft Office products a must – Word, Excel, Power Point Must be organized, attentive to detail, ability to be flexible and multi-task
- Project management experience
- Must be able to handle sensitive information and maintain a high level of confidentiality
- Work well as part of a team within a fast paced environment without direct supervision and able to demonstrate considerable initiative
- Ability to cross sell and refer additional investment, insurance and bank services to new and existing clients by working with internal business partners
- 2 years in financial services and Series 65 Certification/License (or willing to obtain) preferred but not required.
Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status.
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