Investment Operations Coordinator Position Available In Hillsborough, New Hampshire

Investment Operations Coordinator Commonwealth Financial Group – 3.7 Bedford, NH Job Details Full-time $54,000 – $60,000 a year 1 day ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Professional development assistance Life insurance Referral program Qualifications Microsoft Powerpoint Microsoft Word Investment Microsoft Excel Microsoft Outlook Sales Customer service Salesforce Series 66 Mid-level Microsoft Office Administrative experience Series 7 Bachelor’s degree Financial concepts Customer relationship management Series 24 Organizational skills Financial services Associate’s degree 2 years Communication skills Full Job Description Summary A rapidly growing financial services firm located Bedford, NH is looking for a Coordinator for our Investment Operations Department. This position will play a crucial role in supporting the operations of the firms growing investment business, collaborating across departments to ensure a streamlines Advisor experience. There ideal candidate will have a strong background in customer service, excellent communication skills and a demonstrated understanding of basic investment concepts. We encourage you to apply for this opportunity if you are passionate about providing top tier service while maintaining a professional and personable attitude. Key areas of responsibility Proficient in MMLIS systems including A360, Account Opening, Envestnet and Alternative Investments Answer questions on Investment related inquiries from Advisors and their staff in a timely manner Research inquiries from advisors on MMLIS business Provide training to advisors and their staff on investment processes Understanding of required training and licensing requirements for MMLIS products Provide administrative support to Shared Services Advisors by opening accounts and providing a smooth process of investment transactions Diligently and in real-time communicate case status in Salesforce Promptly respond regarding advisor new business submissions and follow-ups Supporting the IO team by ensuring the smooth processing of investment transactions Collaborate with team members to improve processes and support various projects within the department Understanding of the A360 platform including how to create households, I360 set up, running reports, and other investment related items. Troubleshoot advisor questions regarding A360 and provide resolutions Provide support and training for A360 to advisors and their staff. Qualifications Associates or Bachelor’s degree Working knowledge of and proficiency with financial concepts Proficient with MS Office (Word, Excel, PowerPoint, and Outlook) Excellent organizational skills and attention to detail Effective verbal, written and interpersonal skills Ability to work in a team environment with a positive and professional attitude Strong customer relationship management and customer service skills 2+ years experience in Financial Services Ability to pass

FINRA Exams:

Series 7, 66, 24 Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

HIRING ALERT

: Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type:

Full-time Pay:

$54,000.00 – $60,000.00 per year

Benefits:

401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Tuition reimbursement Vision insurance

Schedule:

Monday to

Friday Work Location:

In person