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Barnum Financial Group · 1 month ago

Investment Operations Coordinator

Greenville, SC

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $60K/yr

Barnum Financial Group is a successful and growing wealth management firm dedicated to helping clients achieve their financial goals. They are seeking an Investment Operations Coordinator to support client onboarding, account administration, and money movement, ensuring smooth processes and a positive client experience.

Financial ServicesInsuranceService Industry

Growth Opportunities

Responsibilities

Coordinate and manage new account openings and client onboarding process, ensuring accuracy and timeliness

Process client distributions, including ACH, wires, and check requests, with strict adherence to compliance and security protocols

Oversee and monitor money movement activities, including contributions, transfers, and rollovers

Collaborate with advisors and service teams to provide seamless operational support for client accounts

Maintain accurate client records and documentation in accordance with regulatory and compliance requirements

Assist with special projects and operational initiatives to improve efficiency and client experience

Serve as a resource for troubleshooting account-related issues and providing responsive service

Qualification

Financial services experienceInvestment account knowledgeMicrosoft Office SuiteCRM software experienceCommunication skillsDetail-orientedOrganizational skillsProblem-solving skillsCollaborative mindset