Investment Administrator

Investment Administrator

Wealth Management- MCM

Norfolk, NE

About Retirement Plan Consultants

Wealth Management, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2005. We are dedicated to simplifying and humanizing the intersection between tax planning and wealth management.

We believe in the growth of our employees and provide opportunities for advancement by providing training and education needed to be successful. We are looking for individuals who fit our workplace culture and take pride in having a "service personality" with expert knowledge.

Job Summary

This role involves executing daily trades, preparing client reports, setting up new accounts, and ensuring timely processing of deposits and paperwork. Responsibilities also include assisting with quarterly statements and coordinating with team members to meet deadlines. Strong communication, teamwork, and a willingness to learn are key for success in this position.

Primary Responsibilities:

• Place daily trades and prepare reports for clients

• Process daily downloads with custodians and software

• Perform the set-up of all new accounts

• Process daily downloads with custodians and software

• Assist in production of quarterly statements for all advisors and/or companies

• Problem solve all issues to speed processes

• Train and work with employees from advisor groups in a supervisory role

• We are looking for a team-oriented person willing to learn and able to communicate with our team and clients.

Primary Skills & Requirements:

• Self-motivated with the ability to multi-task and prioritize tasks

• Pay great attention to detail and accuracy

• Team player - must strive to be a collaborative, valued member of the team

• Able to meet deadlines and keep track of multiple assignments/projects

• Strong interpersonal skills with an aptitude for clear articulation in both speaking and writing

• Proficient in Microsoft Excel and Word

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.