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Investment Processor Jobs
Company | Clear Path Financial |
Address | , Horsham, Pa |
Employment type | |
Salary | $60,000 - $90,000 a year |
Expires | 2023-06-16 |
Posted at | 1 year ago |
We're searching for an investment processor to support two senior financial advisors in a growing firm with a positive atmosphere and healthy work-life balance. This role entails helping clients set up new investment accounts, servicing existing accounts, and other administrative tasks. If you are detail-oriented, able to multi-task, and enjoy a family-focused environment, this role may be great for you!
Compensation:$60,000 - $90,000 yearly
Responsibilities:- Manage accurate client records through diligent data entry and recordkeeping
- Create investment proposals
- Organize client financial and personal data to populate investment-related paperwork
- Increase productivity by creating record-keeping procedures for customer data filing systems
- Update existing client database and records
- Update investment sales materials and rate sheets from various carriers
- Direct client correspondence
- Strengthen existing abilities and gain new ones by participating in training opportunities
- Generate status reports as requested so the team is informed with progress reports
- Enjoy talking with clients and can communicate through verbal and written channels
- Navigate computer programs with ease to provide an excellent experience for clients
- High school diploma or GED required, some college experience preferred
- Proven track record of completing projects on time in an orderly manner
- Prior experience working with investments is preferred
- Hybrid or work-from-home role
- A work-life balance most financial careers don't offer
- Positive environment with opportunities for income and career growth
- Well-rounded benefits package offered
- On-the-job training available
- Rewarding opportunity to benefit clients who rely on our advice to accomplish their goals
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