What are the responsibilities and job description for the Investment Operations Coordinator position at C2P Enterprises LLC?
Company Description
C2P Enterprises, a dynamic and growth-oriented SEC Registered Investment Advisor, is on the lookout for an Investment Operations Coordinator to join our team. We offer a collaborative environment where your expertise in financial operations will be valued and nurtured. If you're passionate about the financial services industry and thrive in a fast-paced, innovative setting, we invite you to be a part of our success story.
Role Summary
In this pivotal role, you will support our Director of Investment Operations, playing a key role in streamlining our investment operations, enhancing our client-advisor interactions, and contributing to our strategic objectives. This position offers a unique opportunity to expand your technical and organizational skills within an engaging and professional team setting. The Investment Operations Coordinator will be responsible for day-to-day tasks, including but not limited to, managing investment transactions, reconciling accounts, producing reports, and supporting the investment operations team. This is a hybrid position located in the Charleston, South Carolina Metropolitan Area.
Key Responsibilities
- Regularly interact with advisors, custodians, and clients, ensuring clear and effective communication (must be comfortable regularly communicating over phone and video).
- Facilitate the acquisition of new accounts including paperwork, agreements, and setup.
- Collaborate with internal teams to provide outstanding service to our clients and partners.
- Assist the Management Team in the coordination of company-wide metrics reports and analytics
- Quickly adapt to and proficiently use new technologies to enhance operational efficiency and service delivery.
- Excellent multitasking skills, with the ability to prioritize and manage multiple tasks effectively.
- Analytical skills and attention to detail.
- Ability to work in a fast-paced and dynamic environment.
Qualifications
- Bachelor's Degree in Business, Accounting, Finance, Economics, or related field; relevant experience may substitute for educational requirements.
- 2-4 years of experience in financial services or investment operations, preferably in an RIA or Broker/Dealer environment.
- Proficiency in Microsoft Office Suite and Adobe Acrobat.
- Experience with Charles Schwab and Fidelity and/or other custodian based software.
- Experience with Orion Advisor preferred but not required.
Personal Qualities
- Attentive and Precise: Takes care with details and aims for accuracy in all responsibilities.
- Trustworthy and Professional: Upholds confidentiality with integrity and engages with all levels of staff professionally.
- Flexible and Efficient: Comfortably adapts to a dynamic workload and efficiently manages multiple priorities.
- Supportive Team Player: Maintains poise under pressure and contributes positively in team settings.
- Engaging Communicator: Enjoys connecting with others through regular phone calls and proactive communications.
Why Join C2P Enterprises?
- Competitive compensation and benefits package.
- Opportunities for professional growth and career advancement.
- A culture that values diversity, inclusion, and employee well-being.
- Access to cutting-edge tools and resources in the financial planning industry.
About Our Organization
Four Companies. One Vision. C2P Enterprises is a holding company comprised of four distinct brands, each designed to simplify financial planning for advisors and the clients they serve.
Clarity 2 Prosperity is a financial training, coaching and IP development organization that offers financial advisors turnkey financial planning, practice management and marketing processes. Its mission is to help advisors shift from a transactional mindset to holistic planners who offer best interest advice by coordinating all areas of their clients’ financial lives including investments, insurance, tax, estate, Social Security, retirement income and healthcare planning.
Prosperity Capital Advisors is a planning-first, SEC-registered investment adviser (RIA) that equips advisors with an array of fee-based financial planning and investment solutions to meet their individual clients’ unique needs. It offers advisors a full-service investment platform for turnkey asset management as well as tools and resources to build holistic financial plans. Prosperity is custodian agnostic and provides affiliated advisors extensive support, advanced portfolio analytics and reporting, and investment product due diligence and selection.
Valor Capital Management is an SEC-registered investment adviser firm operating as a Turnkey Asset Management Program (TAMP). It has aligned with world-class investment managers to provide registered investment advisors an investment platform of core and specialized strategies to meet the unique needs of their advisors and clients.
Clarity Insurance Marketing
Clarity Insurance Marketing is a best interest-focused insurance marketing organization (IMO) that facilitates advanced product screening, selection and support for all lines of fixed insurance products, such as fixed and indexed annuities, single premium and traditional life insurance and asset-based long-term care products. It works to create efficient back-office support and quality service standards to help advisors issue new business quickly, accurately and effectively.
Job Type: Full-time
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Health savings account
- Life insurance
- Paid parental leave
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Mount Pleasant, SC 29464
