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North Star Resource Group · 3 days ago

Investment Coordinator

Madison, WI

Full-time

Onsite

Entry, Mid Level

$65K/yr - $85K/yr

2+ years exp

North Star Resource Group is an independent financial services firm helping clients achieve financial security. The Investment Coordinator role is essential for maintaining customer relationships and involves tasks such as executing trades, preparing account spreadsheets, and ensuring compliance with investment standards.

Financial Services

Growth Opportunities

Hiring Manager

Nick Johannes

Responsibilities

Completing mutual fund, ETF, and stock trades

Prepping account spreadsheets for review meetings

Creating/updating models in trading system for investment accounts

Re-balancing large blocks of accounts using block order trading

Monitoring investment account holdings, corporate actions, and cash balances

Developing relationships with wholesalers to stay informed about investment options and market trends

Ensuring all current and proposed investments meet compliance standards

Accurately entering information into financial planning software

Assisting clients with various service requests

Performing ad-hoc projects

Qualification

SIESeries 7 & 66 licensesFinancial Services experienceMicrosoft Office proficiencyTypingCommunication skillsOrganizational skillsProblem-solving skillsAttention to detailWriting skills

Required

SIE, Series 7 & 66 securities licenses required for position (either existing or ability to obtain within 90 days after hire)

Strong communication and human relation skills to develop and maintain positive working relationships with Representatives, clients, and company personnel

Excellent initiative, ability to learn quickly and work independently

Strong organizational and problem-solving skills

Attention to detail and accuracy

Working knowledge of Microsoft Office programs

Strong typing, grammar, spelling, writing, and proofreading skills for composing and editing business correspondence