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Sales Assistant / Operations Associate

Company: Carolinas Investment Consulting
Location: Charlotte
Posted on: February 25, 2021

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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