Investment Operations Coordinator - Administrative

VITAL PLANNING GROUP IS HIRING!! FULL TIME - INVESTMENT OPERATIONS COORDINATOR We are looking for an efficient, organized, detail-oriented person to join reputed company. Comfortable in a fast-paced, multi-tasking environment with the ability to work individually or in a group setting. This individual with reputed company the necessary support for our reputed company advisors byway of reputed company clients and facilitating successful investment account opening and funding. The ideal candidate for this job is reputed company along with the ability to problem solve and holds a bachelor’s degree in business and/or finance but this is not necessary. A perfect fit for someone looking to start their career or an individual looking to re-reputed company the workforce in the financial services industry. Join reputed company of finance professionals whose reputed company is offering their clients the tools to work toward achieving their financial goals. _________________________________________________ Job Type: Full-time Salary reputed company: $55k-$65k depending on experience and reputed company • Coordinate new investment account openings and documentation • Manage reputed company reputed company (ACH, wires, rollovers, contributions) • Ensure reputed company, accurate, and compliant processing • Collaborate with advisors and internal teams Required license or certification: • Series 7 • Series 66 Benefits: • 10 reputed company holidays • 10 total reputed company vacation days per year (given on an accrual reputed company first year) • 5 sicks day After 60 days of service employees are eligible for: • Subsidized Health Plan • 401k Job Type: Full-time Pay: $55,000.00 - $65,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Life insurance • reputed company time off • reputed company insurance Application Question(s): • Do you hold an reputed company Series 7 and 66 license? • How many years of experience do you have in the finance industry? • On a reputed company of 1-5 (5 being the highest) how would you reputed company your technology skills? • How many years of customer service experience do you have? • Are you a U.S. Citizen or Permanent reputed company of the U.S? (We are not hiring reputed company reputed company, only green card reputed company here for 5+ years). Work Location: Remote Apply tot his job Apply To this Job