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Investment Services Specialist
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Tony Walker Financial
Louisville, KY (In Person)
Full-Time
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Job Description
Investment Services Specialist Tony Walker Financial Louisville, KY Job Details Full-time 16 hours ago Qualifications Finance Analysis skills Bachelor's degree Attention to detail Analytical thinking Full Job Description Company Overview Tony Walker Financial is a retirement planning firm dedicated to helping clients achieve their financial goals. We are seeking a motivated, organized and friendly individual for our Investment Services team in our Louisville, KY office. Job Overview We are seeking an energetic and detail-oriented Investment Services Specialist to join our dynamic team. In this role, you will be instrumental in managing client investment accounts, ensuring compliance with regulatory standards, and supporting the firm's commitment to exceptional service. Your financial acumen and technical expertise will drive accurate processing and analysis of investment transactions, contributing to our clients' financial success. Responsibilities Process and verify investment transactions, including purchases, sales, transfers, and distributions with precision and timeliness Prepare and distribute various reports, including assisting in quarterly billing and reporting Maintain compliance with all investment/FINRA/company related policies and procedures Conduct detailed financial analysis to support investment decisions and reporting Utilize financial software to rebalance accounts, prepare reports, and analyze financial data Experience Prior brokerage industry experience preferred with emphasis on customer service and brokerage account back-office operations Demonstrated ability to analyze complex financial data with accuracy and attention to detail Education Bachelor's degree in Finance or related field (preferred) Office Hours Enjoy working Monday - Thursday. Offices closed on Fridays!