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    Investment Operations Associate - Boise, United States - Elevation Wealth Planning

    Elevation Wealth Planning
    Elevation Wealth Planning Boise, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description
    Job description

    Role Profile:

    The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on investment services including developing and implementing asset allocation strategies, executing trades, analyzing investments, monitoring holdings and processing asset transfers. This role will also assist with corresponding with clients to handle investment service questions and preparing reports for client and prospect meetings.

    Investment Account Responsibilities:

    · Preparing and processing all paperwork needed for investment accounts

    · Monitoring, processing, and following up on asset transfers and on initial and subsequent funding of investment accounts

    · Implementing initial and subsequent asset allocation and re-balancing trades

    · Processing proposal amendments, monitoring alerts, and annual reviews in Envestnet

    · Executing buy or sell orders and rebalancing orders in Envestnet

    · Following up on trade rejects and resolving all trade-related issues

    · Monitoring holdings for program eligibility and administering advisory accounts

    Presentation and Client Reviews:

    · Investment audit – investment account data input and analysis

    · Preparing advisory review meeting information and reports

    Client Service:

    · Corresponding with clients to handle investment service issues and questions

    · Performing cashiering functions

    · Running performance reports in Envestnet, Morningstar, etc.

    · Accepting redemptions/withdrawals from clients and communicating instructions to home office

    · Maintaining efficient system for account follow-ups and service requirements

    · Maintaining Client Relationship Management case open maintenance and client information

    · Understanding and answering technical questions about client's investment accounts

    · Explaining products or performance to clients

    · Effectively discussing fees, tax consequences, strategies, etc. to clients

    Qualifications:

    · FINRA Series 7 and series 63 license

    · Utah Life and Health Insurance License (preferred or obtainable within 6 months on the job)

    · 2-4 years of experience in the financial planning industry specifically with experience in investment operations including trading experience, ability to process personal securities transactions, and client communication experience required

    · Passionate and highly motivated self-starter

    · Excellent oral and written communication skills

    · Strong critical thinking, financial analysis and problem-solving skills required

    · Ability to manage multiple diverse projects and assignments in a timely and quality manner

    · Strong attention to detail with the ability to work with a high degree of accuracy

    · Demonstrated ability to maintain effective working relationships with clients

    · Ability to embrace change and work in a fast-paced environment

    · Able to work both independently and in a team

    · Ability to maintain confidentiality

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