What are the responsibilities and job description for the Investment & Administrative Associate position at BPP Wealth Solutions, LLC?
Job Description : Administrative and Investment Support Assistant
We are seeking a detail-oriented and proactive Administrative and Investment Support Assistant to join our dynamic team. This individual will assist with various administrative, insurance, annuity, and investment-related tasks to ensure smooth operations and exceptional client service. This is an exciting opportunity for someone eager to learn about wealth management and is committed to support a team while optimizing efficiency and leveraging technology.
We offer competitive pay, excellent benefits, PTO and a hybrid schedule working from home 3 days a week.
Key Responsibilities :
Investment Administration :
- Prepare investment and insurance statements for client meetings.
- Assist clients with account opening and maintenance forms through Charles Schwab.
- Update and maintain annual Required Minimum Distribution (RMD) spreadsheets.
- Coordinate and manage client cash flow needs from investment accounts.
- Send tax statements to accountants for tax preparation.
- Organize and maintain client files (both hard copy and electronic), including scanning and filing documents appropriately.
Insurance / Annuity Administration :
General Administrative Support :
Ideal Candidate :
If you are eager to be part of a supportive team and make an impact on the organization’s growth, we would love to hear from you!
To apply, please submit your resume and a brief cover letter explaining why you would be a great fit for this position.
