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Trading and Billing Coordinator

Company: WealthPath Investment Advisors
Location: Rogers
Posted on: July 29, 2022

Job Description:

This is an opportunity to join a mature but growing financial advisory firm headquartered in Northwest Arkansas and be the primary person responsible for billing, trading, and other operational tasks as we work to provide outstanding service to our clients and advisors.WealthPath specializes in financial planning, portfolio management, employer sponsored retirement plans, and third-party asset management for other advisory firms. We are a culture that cares deeply about our employees and their families. Our goal is to maintain a fun and friendly work environment while working hard to take care of our clients and co-workers. Primary Job Duties: --- Trading, maintaining, and monitoring client accounts on multiple investment platforms for new accounts, deposits, withdrawals, and portfolio changes--- Manage automated and semi-automated billing of client accounts--- Providing friendly service to clients and advisors in need of assistance--- Helping advisors research unique situations and maintain current documentation--- Assisting with new account setup and verification--- Handling compliance reporting--- Monitoring alerts and other requests on client accounts to take required action, including critical needs that may require immediate action--- Organizing one-time and recurring tasks in a computerized task tracking system Ideal Candidate: --- Bachelor's degree or equivalent industry work experience required--- 3+ years of professional/office work experience, financial services experience a plus--- Responsible, driven, organized, detail-oriented, and reliable to ensure accurate billing and trading of client accounts--- Ability to work independently, multi-task and prioritize--- Team player willing to assist our other employees and work toward company goals--- Strong written and verbal communication and listening skills--- FINRA Series 65 licensed or willing to study and get licensed within 1 year of joining the firm (training provided)--- Strong computer and technical skills including experience or with Microsoft Office (Excel, Word, etc.) and the ability to quickly learn industry-specific software such as Fidelity Wealthscape, Salesforce, and Envestnet--- Must pass industry-required background check--- Strong employer references or employee reviews Employment Details: Location: Rogers, Arkansas with limited remote work possible in the future Work Hours: Monday - Thursday 8:00 - 4:30, Friday 8:00 - 4:00 Salary Range: $40,000 to $55,000 depending on experience and licensing Benefits: 401(k) with match, company paid health insurance premiums including dental and vision, and paid vacations. Friendly and supportive work environmentJob Type: Full-timePay: $19.23 - $26.44 per hourBenefits: 401(k) Dental insurance Health insurance Paid time off Vision insurancePhysical Setting: OfficeSchedule: Monday to FridayAbility to commute/relocate: Rogers, AR 72758: Reliably commute or planning to relocate before starting work (Required)Experience: Financial services: 1 year (Preferred) Microsoft Word: 1 year (Preferred) Microsoft Excel: 1 year (Preferred)Work Location: One location

Keywords: WealthPath Investment Advisors, Rogers , Trading and Billing Coordinator, Accounting, Auditing , Rogers, Arkansas

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