Position: Investment Coordinator
Reports to: Supervisor, Support Services
COMPENSATION & BENEFITS:
ORGANIZATION/BUSINESS OVERVIEW:
North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.
We are looking for individuals to join our company that live our core values:
POSITION SUMMARY:
This role is essential to our client’s experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As an Investment Coordinator, you will be a vital piece of the advisor’s practice by completing mutual fund, ETF, and stock trades, prepping account spreadsheets for review meetings, creating/updating models in trading system for investment accounts, rebalancing large blocks of accounts using block order trading, monitoring investment account holdings, corporate actions, and cash balances, developing relationships with wholesalers to stay informed about investment options and market trends, ensuring all current and proposed investments meet compliance standards, accurately entering information into financial planning software, assisting clients with various service requests, performing ad-hoc projects, and serving as aback up to other admin staff when needed.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.
...holiday budget. Begin a fulfilling career as a Certified Nursing Assistant (CNA) at Lake Ridge and make a meaningful impact! At Lake Ridge... ...our everyday tasks, ensuring that work is always a pleasant experience. By joining us, you'll not only embark on a rewarding...
...Manager Location: Fayetteville, NC Salary: Competitive Base + Bonus Description: We're working with a national trucking company that's well known and stable in search of a higher caliber Transportation Manager in North Carolina. This individual will...
...gardening and engaging children, youth and communities in their space. At least one years experience in organic gardening and/or farming/horticulture Be able to identify, plan and prioritize garden activities, lead by example and effectively communicate tasks...
...Job Description and Duties Undergeneral direction, to plan implement and provide public health nursing servicesand an infection control program in an all-male forensic mental health statehospitals; assists with the surveillance, prevention and control of infections...
Job Title: Remote Data Entry Clerk Compensation: $50/hour Job Type: Full-time / Part-time (Flexible Schedule) Reports To: Data... ...the information. This is a remote position offering flexible working hours, ideal for self-motivated individuals with excellent typing...