Investment Associate

On-Board Companies; Bruceville-Eddy (TX); Remote; USD 60,000 - 80,000; Part time

Job summary

A leading services firm is hiring an Investment Associate for a remote role. Responsibilities include managing trade activity, client communications, and report generation. Ideal candidates possess critical thinking and excellent communication skills. Compensation is $19.17 per hour with benefits including medical, dental, and vision insurance.

Benefits

401K

Dental insurance

Life Insurance

Medical Insurance

Vision Insurance

Responsibilities

• Accurately and timely input trade activity into the appropriate database.
• Process and distribute investment related correspondence.
• Generate and distribute reports.
• Index all trade related documents into the file depository.
• Respond to emails from clients or advisors.
• Review client trade requests for accuracy and completeness.
• Provide trade instructions to our third-party administrator for processing.

Skills

Critical Thinking

Excellent Written and Verbal Communication Skills

Data Entry

Intermediate Microsoft Office Skills

Ability to Manage Multiple Tasks

Job description

Overview

On-Board Services is hiring an Investment Associate. Remote arrangement. For immediate consideration please send your resume to [e-mail]. Subject Line: Position Title and State you are Located.

Position Details

• Position Type: Contract
• Job Location: Remote
• Benefits: 401K, Dental insurance, Life Insurance, Medical Insurance, Vision Insurance
• Compensation: $19.17 /hour

Responsibilities

• Accurately and timely input trade activity into the appropriate database.
• Process and distribute investment related correspondence.
• Generate and distribute reports.
• Index all trade related documents into the file depository.
• Respond to emails from clients or advisors.
• Review client trade requests for accuracy and completeness.
• Provide trade instructions to our third-party administrator for processing.

Qualifications

• Critical Thinking
• Excellent Written and Verbal Communication Skills
• Data Entry
• Intermediate Microsoft Office Skills
• Ability to Manage Multiple Tasks

Company & EEO

On-Board was founded in 1976 by Robert L. Wilson to provide Engineering and Design services to the chemical manufacturing industry. Today, On-Board is a thriving privately held family of companies with services including: Consulting, Professional Engineering, Industrial Maintenance and Facility Management, Contracted Manufacturing and Production Services, as well as Temporary Staffing and Recruiting throughout North America.

The On-Board Family of Companies conducts operations through its Corporate Headquarters located in East Windsor, NJ along with Regional Offices in New Castle, DE and Wake Forest, NC. On-Board’s Mission is to provide “Flexible Service by applying the talents of our people, work processes and technology to meet our clients’ expectations in a Safe, Responsible and Dependable manner.”

On-Board Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, sex, national origin, age, disability or genetics.

JD# 25-05258