Investment Operations Coordinator
This position has been filled - Job#: 453366090
Mclean, VA
Administration/Management
Posted/Updated: 04/24/18
Job Summary
Position Summary:
The principal responsibility of this position is to support financial advisors and other senior staff, which includes day-to-day management of clients’ financial affairs.
Responsibilities and Duties:
· Onboarding of new client relationships, including processing new account opening paperwork and coordinating account transfers;
· Process investment account contributions and withdrawal requests;
· Act as liaison between advisors/senior staff and various external strategic partners;
· Handle administrative requests from advisors and senior staff;
· Responsibility for day-to-day financial issues and researching special client issues;
· Preparation of financial plans/statements;
· Maintaining high level contacts of a complex and confidential nature both inside and outside the company;
· Other related duties as assigned.
Required Qualifications:
· Bachelors degree in Finance, Accounting, or Business; or other degree with relevant experience
· Prior investment and/or personal financial planning experience a plus;
· Proficient in Microsoft Excel and Word;
· Must be extremely detail-oriented, thorough and organized;
· Must be able to work independently and prioritize workload;
· Excellent written and oral communication skills;
· Must be able to work well in a team atmosphere focused on creative problem solving
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