Investment Operations Associate
Vermillion Wealth Management Vermillion Wealth Management Rosemount, MN Rosemount, MN Full-time Full-time $55,000 - $75,000 a year $55,000 - $75,000 a year 6 days ago 6 days ago 6 days ago Full Job Description You will be managing the administrative tasks for a small firm of Financial Planners.
Daily tasks and ongoing responsibilities include a vast array of duties to support the team and clients.
Financial services or investment experience and licenses are not required but preferred.
We are seeking a long-term and committed individual to fulfill the Paraplanner role as described below.
A list of responsibilities, but not all inclusive:
Requesting information needed from clients in advance of meetings.
Complete paperwork for clients and administration.
Aid in client meeting preparation by gathering review materials and updating financial reports and utilizing CRM software.
Processing money movement transactions.
Providing support to Financial Advisors in post-meeting follow-up.
Reviewing and updating spreadsheets and tracking material.
New business processing.
Receive incoming client service calls.
After call documentation of interactions and requests.
Monitoring alerts on existing policies and procedures to maintain client objectives.
Research and resolve accounts issues and client questions.
Collaborate with team members to complete tasks and solve problems.
Maintain files.
Ad Hoc projects.
Job Type:
Full-time Pay:
$55,000.
00 - $75,000.
00 per year
Benefits:
401(k) 401(k) matching Health insurance Paid time off Schedule:
Monday to Friday Work setting:
In-person Work Location:
In person You will be managing the administrative tasks for a small firm of Financial Planners.
Daily tasks and ongoing responsibilities include a vast array of duties to support the team and clients.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Daily tasks and ongoing responsibilities include a vast array of duties to support the team and clients.
Financial services or investment experience and licenses are not required but preferred.
We are seeking a long-term and committed individual to fulfill the Paraplanner role as described below.
A list of responsibilities, but not all inclusive:
Requesting information needed from clients in advance of meetings.
Complete paperwork for clients and administration.
Aid in client meeting preparation by gathering review materials and updating financial reports and utilizing CRM software.
Processing money movement transactions.
Providing support to Financial Advisors in post-meeting follow-up.
Reviewing and updating spreadsheets and tracking material.
New business processing.
Receive incoming client service calls.
After call documentation of interactions and requests.
Monitoring alerts on existing policies and procedures to maintain client objectives.
Research and resolve accounts issues and client questions.
Collaborate with team members to complete tasks and solve problems.
Maintain files.
Ad Hoc projects.
Job Type:
Full-time Pay:
$55,000.
00 - $75,000.
00 per year
Benefits:
401(k) 401(k) matching Health insurance Paid time off Schedule:
Monday to Friday Work setting:
In-person Work Location:
In person You will be managing the administrative tasks for a small firm of Financial Planners.
Daily tasks and ongoing responsibilities include a vast array of duties to support the team and clients.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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