What are the responsibilities and job description for the Investment Processor position at Sitzema and Associates LLC?
Overview
We are seeking a detail-oriented Processor to join our team. The ideal candidate will possess a strong understanding of various financial concepts. As a Processor, you will play a crucial role in serving our clients and ensuring the accuracy and compliance of financial transactions while adhering to securities laws and regulations.
Responsibilities
- Review and process financial transactions with precision and attention to detail.
- Preparing and completing Client Applications.
- Ensure compliance with securities law and regulations.
- Collaborate with Advisor on Retirement Strategies.
- Servicing Client Account Maintenance and Requests
- Maintain accurate records of all processed transactions and account activities.
- Assist in audits by providing necessary documentation and reports as needed.
- Stay updated on industry regulations and best practices related to Securities.
Qualifications
- Proven experience in a financial processing role or similar position.
- Strong understanding of financial concepts.
- Securities license 6 and 63 or equivalent is preferred.
- Strong attention to detail and organizational skills.
- Ability to work independently as well as collaboratively within a team environment.
- A degree in finance, accounting, or a related field is advantageous but not mandatory.
Join our team as a Processor, where your expertise will contribute significantly to our financial team while fostering an environment of accuracy, compliance, and continuous improvement.
Job Type: Part-time
Pay: $22.00 - $25.00 per hour
Expected hours: 15 – 20 per week
Schedule:
- Day shift
Ability to Commute:
- Grand Rapids, MI 49544 (Required)
Work Location: Hybrid remote in Grand Rapids, MI 49544
Salary : $22 - $25