Investment Operations Associate

The SKG Team at Barnum Financial Group; Village of Elmsford (NY); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

The SKG Team at Barnum Financial Group is seeking a motivated individual to support wealth management efforts in a collaborative environment. You will help prepare client materials, review financial documents, and analyze data to support planning recommendations.

The role emphasizes teamwork, efficiency, and meeting tight deadlines while growing with the firm. A strong communication mindset and dedication to client outcomes are essential.

Qualifications

• Bachelor's degree preferred; associate degree required.
• Experience in Microsoft Office (Excel/Word/Outlook) required.
• Proficiency with Morningstar, eMoney, and Salesforce preferred.

Responsibilities

• Assist in preparing client facing materials.
• Review investment, insurance, and financial planning documents.
• Conduct data analysis and organize financial information.
• Prepare written retirement planning reports (cash flow, asset allocation, retirement readiness).
• Develop professional presentations to communicate planning recommendations.
• Coordinate with advisors and client relationship coordinators to confirm client data.

Skills

Energetic

Organized

Process driven

Detail oriented

Efficient

Team player

Multitasking

Deadline driven

Education

Associate degree required

Bachelor's degree preferred

Tools

Morningstar

eMoney

Salesforce

Microsoft Office

Job description

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

• Assist in preparing client facing materials
• Review investment, insurance, and financial planning documents
• Conduct data analysis and organize financial information
• Prepare written retirement planning reports (Cash flow, asset allocation, retirement readiness and asset allocation)
• Develop professional presentations to communicate planning recommendations
• Coordinate with advisors and client relationship coordinators to confirm client data

We are looking for an individual with the following traits:

• Energetic
• Organized
• Process driven
• Detail oriented
• Efficient
• Enjoys being a part of a team
• Able to multi-task
• Comfortable with strict deadlines and varying workload

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

Bachelor's degree preferred; associate degree required Experience in Microsoft Office required (Excel/Word/Outlook) Proficiency with Morningstar, eMoney, and Salesforce preferred

Salary: $65,000 plus performance bonus- Up to 20% total bonus potential.

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance