What are the responsibilities and job description for the Investment Operations Associate - Reporting Specialist position at Strategic Wealth Designers?
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.
At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.
We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.
Job Description:
The Reporting Specialist will be expected to follow-through consistently in all efforts, support in building relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and/or monthly tasks may include:
- Create sales reporting to align with client goals and support the Financial Advisor in building client relationships
- Prepare client reports and review summary for upcoming appointments
- Assist with client reports and mailings
- Compile data from previous client meetings and portfolio performance to create reporting to support Financial Advisors with annual strategy updates for clients
Compliance Support:
- New Account approval/auditing
- State licensing/registration for advisors
- Managed Money fee review and auditing support
- Employee email review
- Social Media review
- Additional tasks as assigned by management
Minimum Requirements:
- 4-year degree in Accounting, Finance or related field
- 2-7 years in financial services offering investment management and insurance services
- Strong experience with MS Office and the ability to learn new software quickly
- Excellent written and verbal communications skills both in person and via phone
- Proactive mentality, positive attitude and consistent follow through
- Highly intelligent, strong organizational skills and attention to detail
- Ability to work independently with good time management and critical thinking skills
Additional preferred skills:
- Experience creating financial reporting for clients
- Experience with Salesforce CRM software
- 2 years working in a fast-paced office environment
Location: 4600 S. Syracuse St., Denver, CO 80237
Commitment: 40 hours per week, 8am-5pm & scheduled client/company events as necessary.
Compensation: Starting salary range is $50,000-60,000. Comprehensive benefits package included.
Salary : $50,000 - $60,000
