Investment Services Coordinator

Members 1st Partnership; Enola (PA); Sur place; USD 36 000 - 45 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Great healthcare

Career advancement

Work-life balance

Résumé du poste

Members 1st Partnership is seeking an Investment Assistant to support the wealth advisory team. The role involves preparing client meeting documents, managing CRM notes, and coordinating calendar tasks while ensuring confidential handling of information.

Daily responsibilities include pulling reports, responding to client inquiries, and facilitating move-money and data updates within our broker/dealer platform, with a focus on exceptional service.

Qualifications

• Administrative, organizational and CRM experience.
• Strong communication over the phone with clients, prospects or members.
• Ability to manage multiple tasks and deadlines with discretion.

Responsabilités

• Provide administrative support to wealth advisors and prepare documents for client meetings.
• Pull reports from financial platforms and CRM notes for meetings.
• Schedule appointments and manage advisor calendars daily.

Connaissances

Organizational skills

Time management

Communication skills

CRM experience

Multitasking

Phone / customer service

Formation

High school diploma

Outils

LPL ClientWorks

Redtail CRM

MRM

Microsoft Office

Description du poste

Members 1st Partnership is seeking an Investment Assistant to support the wealth advisory team. The role involves preparing client meeting documents, managing CRM notes, and coordinating calendar tasks while ensuring confidential handling of information.

Daily responsibilities include pulling reports, responding to client inquiries, and facilitating move-money and data updates within our broker/dealer platform, with a focus on exceptional service.