What are the responsibilities and job description for the Investment Administrator position at Coastal Wealth?
Coastal Wealth Coastal Wealth, a MassMutual Firm
Miami, FL 33142
Job Description
We are a growing financial planning and advisory firm looking for an investment administrator to handle day-to-day activities regarding client accounts. This is not a sales role but there is a bonus incentive for bringing over new assets from existing clients and referrals based on firm minimums. The bonus will also have a component, based upon client retention and satisfaction.
Your role will be to join in on most client account reviews along with firm partners, including fielding calls during random economic/market events. Eventually, these review meetings may be conducted without the senior advisor present.
Job Type: Full-time
Pay: $50,000 - $65,000 per year
Ability To Commute
Compensation: $50,000 - $65,000 per year
Miami, FL 33142
Job Description
We are a growing financial planning and advisory firm looking for an investment administrator to handle day-to-day activities regarding client accounts. This is not a sales role but there is a bonus incentive for bringing over new assets from existing clients and referrals based on firm minimums. The bonus will also have a component, based upon client retention and satisfaction.
Your role will be to join in on most client account reviews along with firm partners, including fielding calls during random economic/market events. Eventually, these review meetings may be conducted without the senior advisor present.
Job Type: Full-time
Pay: $50,000 - $65,000 per year
Ability To Commute
- Miami, FL 33142 (Preferred)
- Miami, FL 33142: Relocate before starting work (Required)
Compensation: $50,000 - $65,000 per year
Salary : $50,000 - $65,000
