Sales Assistant / Operations Associate
Company: Carolinas Investment Consulting
Location: Charlotte
Posted on: February 25, 2021
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Job Description:
Primary Function:In this role the Operations Associate (OA)
works with Investment Advisers to support the wealth management
services offered to clients.--The OA participates in all aspects of
client service and assures that all interactions and transactions
meet the firm's standards for responsiveness, timeliness, and
accuracy.--The OA maintains knowledge of a client's accounts,
relationships, and service needs.--The OA coordinates with the
multiple departments within the firm and is instrumental in meeting
client expectations and providing exceptional service.Areas of
Focus:* Assist in opening client accounts and on-boarding new
clients* Execute transactions or requests for clients-- - Respond
to calls and requests-- - Process asset movement, such as journals,
wires, transfers, and gifts-- - Place trades (equity, fixed income,
and mutual fund) if licensed-- - Complete required minimum and
other distributions-- - Enter other service requests as needed*
Help develop and produce new client proposals* Prepare performance
and risk measurement reports and needed* Monitor and track client's
assets related to wealth planning, including annuities, 529 plans,
private equity, and other outside investments* Maintain records and
document actions taken for clients* Communicate effectively with
the internal team and with the client* Adhere to compliance
policies and document completion of required reviewsIdeal Candidate
Qualifications:* Bachelor's degree* Industry experience or relevant
coursework* Series 7 and Series 66 (or Series 65)* Solid analytical
and quantitative skills* Ability to work independently and as part
of a team* Strong communication skills* Proficient in Microsoft
Word and Excel* Ability to work under pressure of tight deadlines
and to prioritize multiple tasks* Excellent time-management skills*
Familiarity with some, or all, of the following:-- - Fidelity's
Wealthscape interface-- - Schwab's Adviser platform-- - Junxure
CRM-- - Black Diamond performance reporting-- - YCharts-- -
Morningstar-- - Microsoft Office suite (Word, Excel, Outlook,
etc.)
Keywords: Carolinas Investment Consulting, Charlotte , Sales Assistant / Operations Associate, Sales , Charlotte, North Carolina
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