AMVETS Jobs

As an Investment Services Coordinator, your day will be filled with opportunities to provide administrative support for Financial Advisors in Brokerage Department.ResponsibilitiesDaily responsibilities and essential duties include, but are not limited to, the following:Opening and providing maintenance on a variety of accounts (including direct account) and processing transfers from other Broker/Dealers through ACAT system. Ensuring that paperwork turned in is complete and then submit items that require Branch Manager signature to the Manager for completion.Completing transfer of money market balances for clients in the form of ACH, issuing checks, wires and journals.Daily problem solve for individual instances that require attention to our client base.  Providing phone based and in person support to Brokerage Clients that have questions and need assistance with their accounts.Keep document due lists current for assigned advisors, setting up ACH linking, updating account information such as address and phone number changes, notifying and assisting Advisors with Alerts pertaining to client accounts and linking accounts held off site to Direct RJ accounts.Imaging documents to client files and following up to ensure request are completed.  Also entering notes in to CRM on client accounts. Processing or serving as back up in the preparation of the Daily cash Blotter which includes entering checks received from clients to place in Brokerage accounts. Assist when necessary with coordinating Branch Functions and Meeting preparation (including running necessary account reports for Branch Manager and Advisors)Assist Broker’s in projects to increase client penetration which includes mass mailings, annual account review meeting schedules, etc.Serve as a Back Up to Office Support StaffSpeaks with Mutual Fund, Annuity, or Insurance Companies for literature, information or client activityOrders supplies for departmentInputs annuity, mutual fund or stock orders given by Financial AdvisorOther duties as assignedJob RequirementsThe successful candidate will have the following qualifications and/or skills:High school Diploma or GED Equivalent4-6 years of Brokerage experienceWork under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with request interruptions and changing prioritiesAnalyze and solve problemsCommunicate effectively, both orally and in writing with associates, and internal and external customersWork independently as well as collaboratively within a team environmentHandle stressful situations and provide a high level of customer service in a calm and professional mannerWillingness to obtain Series 7 Benefits401(k) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer / Disease insuranceAccident insuranceFlexible Spending AccountsHealth Savings AccountsBank paid Life / AD& D insuranceVoluntary Life / AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance ProgramPhysical RequirementsThe physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate. While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel, reach with hands and arms, and talk or hear.