Investment Coordinator
Reports to: Chief Operating Officer
Status: Exempt
Duties:
- Provide administrative support for the Investment Department and assistance on various special projects
- Interface with account custodians and the APW Advisors with respect to the following:
- Open new accounts
- Respond to service requests
- Respond to money movement tasks
- Respond to Schwab alerts
- Download Schwab (e-sign) envelopes onto Box once completed by clients
- Update cash management items on Salesforce and manage money movement log
- Deposit checks into the Schwab Advisor system; update Salesforce and Box with check related duties
- Update Gateway assignments on Salesforce, as needed
- Send out a template “Welcome” email to new clients regarding new account paperwork along with required disclosures and ADV information
- Will be working on Fidelity Wellscape system once it rolls out with respect to the following:
- Onboarding new accounts
- Responding to service requests related to account maintenance
- Check deposits
Minimum Education:
- College degree
Skills and Experience:
- Self starter and motivated to learn
- Familiar and competent in the Windows suite of programs
- Embraces working on a team
- Strong communication with clients both verbally and written
- Familiarity with Salesforce preferred
Firm Requirements:
- Must maintain client confidentiality
- Ability to ensure compliance of firm’s policies and procedures
- Attention to detail with strong oral and written communication skills
- Ability to prioritize and multitask
- Strong interpersonal skills
- Strong organizational and documentation skills
- Creative, flexible, and persistent in completing tasks