Investment Operations Coordinator

This position has been filled - Job#: 453366090

  Octagon
  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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