Investment Services Specialist

Top 50 SEC Registered Investment Advisory firm headquartered in Atlanta, Georgia is looking to hire an experienced Investment Advisory Service Team Specialist due to the firm’s unprecedented growth.

Position Summary:

As an Investment Advisory Specialist, your focus is to enhance the advisors experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with advisors, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., on-boarding new clients, cashiering, knowledge of appropriate paperwork, etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge. We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth.

Key Tasks:

• Process account service requests and ensure appropriate documentation

• Advise on procedures for collecting appropriate documentation to set up new accounts

• Educate and assist advisors on account services and navigation of our various platform capabilities

• Create a strong working relationship with advisors and their assistants

• Review daily reports and alerts and process accordingly

• Work independently to make decisions regarding analyzing problems and resolution of issues

• Proactively develop self to continuously improve knowledge, skills and credentials and communicate

development needs to Team Administrator as applicable

• Assist with on-boarding new members to the team and other projects as needed

Basic Qualifications:

• 5 – 8 years of investment advisory operations and wealth management platform experience required.

• Excellent skills in Microsoft Office Suite and other technologies.

• Detail and service oriented / Good written and verbal communication skills

• Team player with good interpersonal skills

Job Type: Full-time

Pay: $85,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Ability to Relocate:

• Sandy Springs, GA: Relocate before starting work (Required)

Work Location: In person