What are the responsibilities and job description for the Investment Operations Associate position at Creative Capital Wealth Management Group?
Company Overview
Creative Capital Wealth Management Group is dedicated to making a meaningful, positive financial impact for our clients, enabling them to live lives of significance. Since 2003, we have provided world-class service across Phoenixville and the surrounding areas in Pennsylvania, along with licensed wealth advisors serving clients in multiple states.
Summary
As an Investment Associate at Creative Capital Wealth Management Group, you will play a pivotal role in managing client investments and providing tailored financial solutions. This position is essential to our mission of delivering exceptional financial services and helping clients achieve their financial goals.
Responsibilities
- Tracks and manages all client and account maintenance next steps.
- Tracks and manages all client paperwork.
- Maintains client business flow and pipeline.
- Monitor client portfolios and provide regular performance updates.
- Collaborate with wealth advisors to prepare comprehensive financial plans.
- Utilize financial software for reporting and data analysis.
- Support client onboarding processes and maintain accurate records.
- Stay informed about industry trends and regulatory changes affecting investments.
- Provide exceptional customer service to enhance client relationships.
Qualifications
- Bachelor's degree in finance, accounting, or a related field.
- Extreme attention to detail and accuracy in completing paperwork.
- Proven experience in investment management or financial services is highly desirable.
- Excellent communication abilities for effective client interaction.
- Ability to work collaboratively within a team environment.
- Detail-oriented with strong organizational skills.
- Familiarity with financial industry and investments is a plus.
If you are ready to make a significant impact in the world of finance and help clients achieve their dreams, we invite you to apply today at Creative Capital Wealth Management Group!
Job Type: Full-time
Pay: $60,844.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- paperwork: 1 year (Required)
License/Certification:
- Series 6 (Required)
Ability to Commute:
- Chester Springs, PA 19425 (Required)
Work Location: In person
Salary : $60,844 - $75,000