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Company Contact Info

  • 100 North LaSalle Street
    Chicago, IL 60602
  • Mack and Associates, LTD.
  • Phone: 3123680677

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Investment Administrator

Mack & Associates, Ltd • Chicago, IL

Posted 22 days ago

Job Snapshot

Full-Time
Experience - At least 3 year(s)
Degree - 4 Year Degree
$50,000.00 - $70,000.00 /Year
Accounting - Finance, Other Great Industries
Accounting, Finance, Admin - Clerical
22

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Job Description

A leading financial services practice in the Loop is looking for an Investment Administrator to add to their team. This person would be a liaison between the clients, financial representative, and home office. The salary range for this role is $50-70k.

Responsibilities of the Investment Administrator:

  •          Create and maintain compliant client files
  •          Stay up to date on process and paperwork changes as it relates to the practice
  •          Case preparation
  •          Run insurance and investment reports
  •          Provide clients information/ forms/ reports etc. as needed
  •          Maintain current client information in CRM
  •          Prepare and review investment paperwork, once completed by client, for completeness & accuracy
  •          Pull supporting investment resources for meetings
  •          Process funding, withdrawal requests, and other investment account maintenance
  •          Complete and submit trade tickets for brokerage accounts
  •          Communicate with home office, brokerage firm, and fund families, as needed, to supply or obtain information


Job Requirements

Requirements of the Investment Administrator:

  •          Bachelor’s degree preferred
  •          Series 7 and life/health license required
  •          3-5 years’ experience required
  •          Proficient in Microsoft Office
  •          Must be extremely detail oriented and accurate
  •          Excellent communication skills
  •          Ability to work and thrive in a sales environment


Job ID: P-30
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