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IF
INTEGRATED FINANCIAL GROUP
Investment Operations Specialist
Career Insights for Scheduler / Operations Coordinator
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Scorecard
Based on Utah data
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What they do
A Scheduler or Operations Coordinator provides scheduling and logistical support for an office, company or organization. May specialize in scheduling required for production or for administrative work.
$56,494 / year median in Utah
+14% projected growth
Job Description
Attention to detail Opening accounts, ACAT transfers, wires, lines of credit Investment tracking from application through to completion Process, track advisor planning and client service requests Keep a detailed cash report using IFG systems Help maintain and update proprietary reports and client databases Prepare analysis and generate proposals for client meetings Understand and become proficient in Albridge, Morning Star and account aggregation software Maintain the organization of all physical and electronic files Prepare investment reviews and asset allocation sheets Track investment transaction history