Tribridge Partners LLC is Hiring an Assistant Investment Services Practice Coordinator Near Columbia, MD
At TriBridge, everything we do, we do because we believe in making a meaningful difference in the lives of those we serve. We do this through collaboration among teams of specialists, using an established method designed to maximize the client experience. We assist clients in reaching their goals using insurance, financial, benefits, and advisory services. Come grow with us! Bring your high energy and fresh perspective and you will have the opportunity to grow with us professionally, financially, and personally. You will be collaborating with talented colleagues, many of whom have built successful careers while progressing through different roles and areas of the business, while establishing lifelong relationships and making a difference in our communities. As Assistant Investment Services Practice Coordinator you will:
Answer client calls and inquiries promptly and assist with problem resolution
Prepare all paperwork for client meetings and process paperwork upon completion
Be proficient in use of FieldNet, Streetscape, DST Vision, various mutual fund sites and managed account sites etc.
Copy/forward all documents to the appropriate departments for review and approval; follow up and verify account set up, account numbers, and confirm asset transfers
Record and maintain files in accordance with Compliance Policy & Procedures
Review incoming/outgoing mail and other written correspondence, client complaints, etc.
Process trades for clients, set up and process DWAC/DTC delivery of securities, obtain transfer agents docs as needed, confirm transfer/receipt of assets