Investment Management Assistant at CareerBuilder

Posted in Other 15 days ago.

Location: PARAMUS, New Jersey





Job Description:


RESPONSIBILITIES:

Kforce's client, a financial planning business located in Paramus, NJ, is seeking an Investment Management Assistant to assist financial planners and clients directly in the day-to-day requirements of processing investment related account opening, closing, funding, transferring and other related requests in a timely and compliant manner. Paying attention to the details, following-up and following-through along with maintaining a positive, enjoyable and productive environment inside the practice is essential. The company will offer a competitive benefits package, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for both professional development and personal growth.

Responsibilities:


  • Package account applications and required paperwork for client meetings - Most are prepared online via DocuSign or other online resources; Some continue to require paper or scan/email signature

  • Complete applications and submit for approval

  • Follow-up on all requirements with clients

  • Confirm new accounts are properly established and funded

  • Process account transfers and follow up through completion

  • Deposit checks via remote deposit app or via mail

  • Process any check/EFT/wire requests for clients

  • Record, scan or save all documents and information for new clients

  • Coordinate client meetings







REQUIREMENTS:



  • College Business graduate or related business experience

  • Self-motivated and responsible when working remotely from home

  • Quality customer service skills a must via phone and email

  • Organized and detail oriented

  • Punctual and time sensitive

  • Fluent with Microsoft Office -Word and Excel, as well as CRM

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.



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