Role OverviewThe Investment Services Coordinator provides administrative support to the Investment Services Team and exceptional service to customers. The position involves scheduling meetings, responding to customer inquiries, and preparing confidential customer documentation.
What You Will Do
Perform administrative duties, handle correspondence, provide timely follow-up, process deposits and withdrawals, maintain filing systems, and track referrals.
Why It Might Be a Fit
The ideal candidate will have excellent interpersonal and communication skills, experience building relationships and solving problems, and proficiency in Microsoft Office Suite.
Requirements
- High School Diploma or equivalent required
- Associate's or Bachelor's degree preferred
- Minimum of one year of administrative support experience preferred
- Excellent interpersonal and communication skills
- Experience building relationships and solving problems
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Strong organizational and time management skills
Benefits
- Pay commensurate with education and experience ($19 - $21 per hour)
- Compliance with FINRA and Bank Secrecy Act (BSA) regulations
]]>