Investment Services Coordinator

Job Description:

Position Summary:

The Investment Services Coordinator is responsible for supporting the Wealth Management team by providing essential administrative and service support to ensure efficient operation and successful client management.  The incumbent assists Financial Advisors and Wealth Management department with client communication, preparing documents, and handling various administrative tasks to enhance client relationships and contribute to the team’s overall success.

Primary Responsibilities and Duties:

• Assists the Financial Advisors and Wealth Management department with client account management.
• Prepare and process investment & account documentation.
• Process orders with Financial Institutions under the direction of the Financial Advisor if appropriately licensed.
• Maintain accurate and up-to-date client records.
• Schedule and coordinate the Financial Advisors client meetings and follow-ups.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues.
• Support the Financial Advisors in research and data analysis.
• Assist with promotional activities, client events and seminars.
• Ensure all client interactions comply with regulatory requirements.
• Assumes additional responsibilities as necessary for the continued growth, advancement of Everwise.

Knowledge/Skills:

• Excellent communication skills and interpersonal skills.
• Excellent customer service skills.
• Strong written communication skills.
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.
• Basic understanding of investment accounts and services.
• Proficient in Microsoft Office, specifically Excel, Word, PowerPoint.

Minimum Requirements:

• High School Diploma or GED
• 1+ years’ experience administrative or customer service experience.
• Ability to work in a fast-paced environment and manage multiple tasks.
• Bachelor’s degree in finance or business preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.