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Investment Specialist

Company: Schuster Financial Services
Location: Columbia
Posted on: January 15, 2020

Job Description:

Our growing financial planning firm is searching for a new member to add to our team. -If you enjoy working with motivated, collaborative people who are passionate about putting relationships first, come join us in this exciting time of growth and possibility. Responsibilities - - - -Maintain blotters and other such FINRA and broker dealer required recordkeeping in a timely and compliant fashion - - - -Maintain case files in a compliant manner according to the service standards of the firm, broker dealer and RIA - - - -Acquire and maintain all necessary paperwork required on clients and the investment transactions, eg: investment policy statements, new account forms, etc. - - - -Handle service requests required for existing investment accounts as assigned - - - -Process paperwork in conjunction with investment transactions and service requirements - - - -Coordinate client holistic holdings and meeting preparation with insurance specialist and others within the organization - - - -Maintain client data real time in the firm's and broker dealer's supported systems - - - -Other duties as required to support the acquisition of new transactions and service of existing investment accounts and financial plans - Qualifications 1. - - -Minimum of an Associate's Degree required 2. - - -Investment transaction processing experience (minimum of 2 years preferred) 3. - - -Familiarity with Third Party Money Managers and broker dealer products 4. - - -Superior math and logic aptitude 5. - - -Superior computer skills; e.g., solid knowledge of MS Office, data base and presentation software experience 6. - - -Superior client engagement history 7. - - -Resourceful and stellar problem-solver 8. - - -Ability to change as priorities change 9. - - -Focus on client service 10. -Professional presence and communicating ability 11. -Ability to adapt to different audiences and competing priorities If you have processed paperwork for clients in acquisition or management of their investments, please send a formal resume with your salary expectations to be considered for an interview.

Keywords: Schuster Financial Services, Columbia , Investment Specialist, Other , Columbia, South Carolina

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