Investment Operations Associate

WestPoint Financial Group is assisting with the sourcing of this position. The successful candidate will be the direct employee of The Todd Group.

Our successful and tenured advisors, The Todd Group, are seeking a personable, collaborative and accountable individual to join their highly-skilled team. This advisor practice offers a positive environment, competitive salary plus bonus, and a generous benefit plan. This position is an opportunity to advance your financial services career with a highly-respected and secure organization.

This role is Full-Time, Monday through Friday, and works in a well-appointed office in Crystal Lake (approximately 45 miles NW of downtown Chicago).

Duties:

• Create investment proposals
• Account opening, service requests and ongoing maintenance
• Track and closely follow asset movement
• Support the financial planning process
• Keep detailed notes of client correspondence and required actions
• Other general administrative duties as assigned
  
  

Experience:

• 2+ years administrative experience (required)
• 2+ years financial services experience (required)
• Life and Health License, and Series 6/7 Registered (a plus)
• Proficient with investment trading systems and processes (a plus)
• Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software (required)
• Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM (preferred)
  
  

Qualifications:

• Excellent verbal and written communication skills
• Highly detail-oriented with superior time management skills
• Works well under pressure and meets established objectives and deadlines
• Team player with the ability to adapt to change
• Works collaboratively and independently
• Takes initiative
• Proficient in use of computers and technology
  
  

Benefits:

• Medical
• STD/LTD
• Life Insurance
• Paid Time Off/Sick
• Paid Holidays
• Retirement Plan w/match
• Bonus Eligible
• Continuing Education
  
  

Salary: $50,000-$70,000 annually, dependent upon qualifications.