Investment Operations Associate

This position is being offered by Triumph Wealth Management in Madison, Wisconsin. WestPoint Financial Group is assisting with the sourcing of this position.

Triumph Wealth Management was established in 2007 and includes seven successful financial advisors and nine highly skilled staff. The rapid growth of our practice and clientele has created the need for an additional Investment Operations Associate on our team. The successful candidate will be personable, work well in a collaborative environment, and will demonstrate true accountability as a valued member of the team.

This position is full-time, Monday through Friday, and works in a well-appointed office designed to support a teaming culture buoyed by technology and well-defined processes.

Duties:

• Account opening, placing client trades and communication
• Track and closely follow asset movement
• Create investment proposals and portfolios
• Support the financial planning process
• Keep detailed notes of client correspondence and required actions
• Tax loss harvesting and other ongoing service activities
• Other general administrative duties as assigned

Experience:

• 2+ years administrative experience (required)
• 2+ years financial services experience (required)
• Life and Health License and Series 7 Registered (required)
• Proficient with investment trading systems and processes
• Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software
• Familiarity with eMoney, Wealthscape, Envestnet, DocuSign & 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 individually
• Takes initiative
• Proficient in use of computers and technology

Benefits:

• Access to Flex Plan
• Dental and Vision
• STD/LTD
• Life Insurance
• Paid Time Off/Sick
• Paid Holidays
• 401(k)
• Bonus Opportunity

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• Do you have your Health & Life license and are Series 7 registered?

Ability to Relocate:

• Madison, WI: Relocate before starting work (Required)

Work Location: In person