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Investment Coordinator

North Star Resource Group
Madison, WI Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 2/13/2025

Position: Investment Coordinator

Reports to: Supervisor, Support Services


COMPENSATION & BENEFITS:

  • $55,000 - $65,000 per year depending on qualifications and experience
  • Generous PTO package
  • Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability
  • 401K match


ORGANIZATION/BUSINESS OVERVIEW:

North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.


We are looking for individuals to join our company that live our core values:

  • Responsibility
  • Faith
  • Integrity
  • Growth
  • Gratitude
  • Service


POSITION SUMMARY:

This role is essential to our client’s experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As an Investment Coordinator, you will be a vital piece of the advisor’s practice by completing mutual fund, ETF, and stock trades, prepping account spreadsheets for review meetings, creating/updating models in trading system for investment accounts, rebalancing large blocks of accounts using block order trading, monitoring investment account holdings, corporate actions, and cash balances, developing relationships with wholesalers to stay informed about investment options and market trends, ensuring all current and proposed investments meet compliance standards, accurately entering information into financial planning software, assisting clients with various service requests, performing ad-hoc projects, and serving as aback up to other admin staff when needed.


Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.

  • Series 7 & 66 securities licenses required for position (either existing or ability to obtain)
  • Strong communication and human relation skills to develop and maintain positive working relationships with Representatives, clients, and company personnel
  • Excellent initiative, ability to learn quickly and work independently
  • Strong organizational and problem-solving skills
  • Attention to detail and accuracy
  • Working knowledge of Microsoft Office programs
  • Strong typing, grammar, spelling, writing, and proofreading skills for composing and editing business correspondence
  • 3-5 years’ experience in the Financial Services Industry preferred.

This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

Salary : $55,000 - $65,000

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