What are the responsibilities and job description for the Investment Operations/Financial Planning Analyst position at Walnut Street Wealth Advisors & Physician Financial?
Basic Function :
We are seeking an experienced and motivated team player to help manage daily investment activities within a dynamic financial services practice, emphasizing the importance of client administrative assistance to ensure the office remains efficient and well-organized. This role allows financial advisors to dedicate their time and energy to building and nurturing client relationships by acting as a vital liaison between the home office, financial advisors, and clients. Additionally, the ideal candidate will support and enhance the sales cycle through streamlined practice efficiencies, specializing in client service to maintain an organized office. This full-time salaried position with benefits requires assisting and supporting all sales cycle-related activities while continually seeking opportunities for improved practice efficiency. This is a full-time salaried position with benefits.
Specific responsibilities include, but are not limited to :
- Financial Documentation : Prepare comprehensive financial statements and investment paperwork to facilitate the opening and maintenance of new and current investment accounts.
- Planning and Proposals : Create and implement personal planning analyses and develop investment proposals tailored to client needs.
- Client Onboarding & Money Movement : Monitor and manage the onboarding process for new investment accounts, and coordinate money movements.
- Data Management : Oversee data entry and streamline processes by gathering all necessary information following advisor meetings with new prospects and existing clients.
- Compliance Support : Perform daily data entry tasks to ensure advisors adhere to compliance regulations.
- Systems & Software Proficiency : Quickly learn and master relevant systems and software to effectively handle daily administrative responsibilities.
Qualifications :
Benefits :
Why Join Us :
If you are passionate about investment operations and thrive in a fast-paced, team-oriented setting, we invite you to apply and become a valuable member of our team.
