Investment Operations Specialist - Creekmur Wealth Advisors

We are seeking a hands-on, team player to join our Operations Department. This individual will serve as the primary point of contact for new clients to ensure an outstanding experience at every interaction with our firm. This would include regular phone, email, and/or text communication, preparing new account applications, and monitoring each account until funded. We’re looking for an individual who enjoys being a vital member of a great team and is willing to learn new skills as required in our constantly growing and changing industry.

Benefits/Salary

• Salary Range - $35,000-$50,000 based on experience
• 401(k) with employer match (eligible after 1 year of employment)
• Health Insurance
• Vacation and Paid holidays
• Great Company Culture

Responsibilities & Activities

• As an Investment Operations Specialist, you should be highly motivated, detail-oriented, and enjoy helping people accomplish their goals and objectives.
• Manage client interactions and expectations (complaints, concerns, etc.) as well as internal relationships in a timely and professional manner.
• Prepare and process investment account applications.
• Assisting clients with maintenance items on existing accounts
• Make inquiries on client accounts with investment companies, insurance companies, and other outside companies, as necessary.
• Assist on various projects as they arise to keep the firm moving forward.

Experience & Personal Qualities 

• Bachelor’s degree in a related field is preferred 
• At least 2 years of experience in the financial services industry. 
• Knowledge of Excel, Word, Outlook, and Adobe Acrobat. Familiarity with other industry software (ie: eMoney, CRM, Orion, Firelight)
• Excellent oral and written communication skills; customer service experience preferred
• Well-developed problem-solving skills
• Strong administrative skills and attention to detail
• High standards of professionalism and confidentiality
• Ability to manage your time effectively and to coordinate multiple tasks at once. Must also have commitment to being proactive to push projects and tasks forward.
• Ability and willingness to learn new skills and to find answers to problems on your own.

For more information about our company, please visit our website at www.creekmurwealth.com

Please send your resume and letter of interest to Stacy Creekmur stacy@creekmurwealth.com