Licensed Investment Coordinator Savage & Associates Maumee, OH Job Details Full-time $55,000

• $65,000 a year 19 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Series 6 Serving clients Series 7 Bachelor's degree Attention to detail Process management Full Job Description Job description: Savage & Associates has a unique opportunity to join our internal team!

As an investment operations specialist you can join a dynamic and growing team that supports our over 60 independent advisors and their staff. An active Series 6 or 7 license is eventually required, but can be obtained as part of the successful candidates ongoing development. This is a full time, salaried role with full benefit package. Salary will be discussed in the interview process and will be commensurate with experience. Job Description Maintains ongoing investment processing duties such as money movement and placing stock trades. Serves as a first point of contact for investment-related problem solving for advisors and staff. Takes accountability to provide end to end service as well as project management through special initiatives. Ability to work in a fast-paced environment where response time is key. Partners internally with service partners and externally with Broker Dealer to provide quality outcomes and resolutions in a timely manner. Participates in the ongoing review of existing processes, recommends improvements, and drives implementation. Serves as a resource for process improvement projects. Fosters an ongoing enthusiasm for leveraging technology at all levels. Maintains a professional and helpful attitude that supports Savage's culture of excellence & client service both internally and externally in a solution-oriented way. Competencies Accuracy and Attention to Detail

• Commitment to delivering accurate responses to research inquiries. Effective Communications
• Ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Managing Multiple Priorities
• Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Operational Functions
• Knowledge of functional processes and their operating requirements; ability to apply this knowledge appropriately to diverse situations. Process Management
• Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes. Products and Services
• Knowledge of major products and services.

Experience Past experience in financial services preferred Series 6 or 7 investment license preferred 5 + years of customer service experience required Bachelor's degree prefer Ability to successfully meet the background check and fingerprinting requirements associated with the Broker Dealer required.

Job Type:

Full-time Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Schedule:

8 hour shift Monday to

Friday Experience:

Customer Service:

5 years (Preferred)

Work Location:

In person

Job Type:

Full-time Pay:

$55,000.00

• $65,000.

00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off

Work Location:

In person