Investment Operations Coordinator - Administrative

VITAL PLANNING GROUP IS HIRING!! FULL TIME - INVESTMENT OPERATIONS COORDINATOR We are looking for an efficient, organized, detail-oriented person to join our team. Comfortable in a fast-paced, multi-tasking environment with the ability to work individually or in a group setting. This individual with provide the necessary support for our lead advisors byway of onboarding clients and facilitating successful investment account opening and funding. The ideal candidate for this job is resourceful along with the ability to problem solve and holds a bachelor’s degree in business and/or finance but this is not necessary. A perfect fit for someone looking to start their career or an individual looking to re-enter the workforce in the financial services industry. Join a team of finance professionals whose focus is offering their clients the tools to work toward achieving their financial goals. _________________________________________________ Job Type: Full-time Salary range: $55k-$65k depending on experience and skill • Coordinate new investment account openings and documentation • Manage money movement (ACH, wires, rollovers, contributions) • Ensure timely, accurate, and compliant processing • Collaborate with advisors and internal teams Required license or certification: • Series 7 • Series 66 Benefits: • 10 paid holidays • 10 total paid vacation days per year (given on an accrual basis first year) • 5 sicks day After 60 days of service employees are eligible for: • Subsidized Health Plan • 401k Job Type: Full-time Pay: $55,000.00 - $65,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Life insurance • Paid time off • Vision insurance Application Question(s): • Do you hold an active Series 7 and 66 license? • How many years of experience do you have in the finance industry? • On a scale of 1-5 (5 being the highest) how would you rate your technology skills? • How many years of customer service experience do you have? • Are you a U.S. Citizen or Permanent Resident of the U.S? (We are not hiring visa holders, only green card holders here for 5+ years). Work Location: Remote Apply tot his job