Advisory Services Consultant

Description

Position Overview

The Advisory Services Consultant will be an integral member of the Investment Advisory team by providing support to service and maintain institutional clients.

Primary Responsibilities

• Assist Advisors with client servicing requests
• Compile data on assigned client's investment holdings and transactions, accessing data from portfolio management software and/or various third parties
• Prepare monthly reconciliations and/or investment summary reports
• Prepare presentation materials for client meetings
• Serve as a subject matter expert liaison between investments, operations and various third parties
• Participate in new client onboarding process
• Develop an understanding of the short-term fixed-income markets with an emphasis on GSE obligations and investment-grade corporate debt
• Assist with preparing educational material for professional association training sessions
• Ad-hoc projects as assigned by the Director, Advisory Services
  
  

Critical Success Factors

• Fiduciary and client-oriented mindset
• Strong written and verbal communication skills
• Effective time management and project management skills; ability to manage multiple processes without compromising quality or deadlines
• Detail-oriented with a focus on quality and consistency
• Flexible and adjusts easily to change
• Demonstrates professionalism and accountability
• Maintains a high degree of ethical standards, integrity, and confidentiality
  
  

Req Number BUS-25-00004

Position Requirements

Skills Required

• Bachelors degree (major in business preferred)
• 1-3 years investment experience
• Proficiency in Word, Outlook, Excel and PowerPoint
• Ability to learn new systems efficiently
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).