Investment Operations Coordinator

USI Insurance Services; Glastonbury, Northern (CT, KY); Hybrid; USD 45,000 - 50,000; Full time

Job summary

USI Insurance Services is seeking a detail-oriented administrative professional to support the Investment Advisory Department. You will maintain clerical tasks, assist with client onboarding and retention, and help prepare quarterly investment reviews for DC and DB clients.

You will schedule meetings, document and confirm investment decisions, and liaise between clients and service providers. Strong MS Office skills and multi-tasking are essential in this role.

Qualifications

• Associates degree or equivalent work experience in retirement or brokerage industry. Bachelor’s degree preferred.
• Experience with investment related software preferred.
• Detail oriented. Strong organizational skills and ability to multi-task.

Responsibilities

• Produce quarterly investment reviews for DC and DB clients.
• Schedule and participate in investment review meetings for clients with Investment Consultants.
• Document, execute and confirm investment committee decisions. Includes fund changes, plan provision changes, and employee education meetings.
• Assist with establishment of new client relationships. Deliver service agreements and new account applications.
• Complete conversion of assigned new business. Schedule transition meetings, conference calls and follow-up meetings.
• Act as the liaison between the service provider and client. Execute the deliverables outlined in the Annual Client Service Calendar.
• Complete monthly participant updates.
• Assist administrative team in completing Advisory Billing.
• Process and record mutual fund trading.
• Maintain complete and accurate list of clients.
• Coordinate new business paperwork. Includes advisory contracts, trust, and brokerage documentation.
• Assist leadership with compliance documents and registration updates.
• Complete Annual Disclosure mailing and maintain accurate records.
• Review Defined Benefit client accounts weekly for contributions and cash positions.
• File hardcopy and computer documents appropriately. Includes filing of monthly/quarterly client statements.
• Provide sales support as needed.

Skills

Detail oriented

Microsoft Office

Communication skills

Education

Associates degree or equivalent

Bachelor’s degree preferred

Tools

Excel

PowerPoint

Word

Job description

USI Insurance Services is seeking a detail-oriented administrative professional to support the Investment Advisory Department. You will maintain clerical tasks, assist with client onboarding and retention, and help prepare quarterly investment reviews for DC and DB clients.

You will schedule meetings, document and confirm investment decisions, and liaise between clients and service providers. Strong MS Office skills and multi-tasking are essential in this role.