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careers and internships

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