Investment Administrator

We are a growing financial planning and advisory firm looking for an investment administrator to handle day to day activities regarding client accounts. This is not a sales role but there is a bonus incentive for bringing over new assets from existing clients and referrals based on firm minimums. The bonus will also have a component based upon client retention and satisfaction.

Your role will be to join in on most client account reviews along with firm partners, including fielding calls during random economic/market events. Eventually, these review meetings may be conducted without the senior advisor present.

• Portfolio analysis, construction, & existing model optimization. There is software in place to automate much of this so your role will mostly include utilization of those programs. There is also a parent office investment team which can be used as a resource.
• Retirement plan contribution tracking, including TPA & CPA coordination.
• Relaying information to the service team from client review meetings (changing bank info, beneficiaries, account titling, address changes, etc.). You will not be required to make these changes yourself.
• Researching platform investment options including alternatives. The parent office investment team may be leveraged for this.
• Joining client onboarding meetings as needed.

Qualifications

• Strong understanding of financial concepts, financial analysis, and financial services
• Proficiency in math
• Basic understanding of investment and retirement account taxation
• Familiarity with investment management and wealth management

Please send all resumes to James for initial screening.