Investment Operations Coordinator

Investment Operations Coordinator

Role and Responsibilities

Collaborate with Clients, Financial Advisors, and Financial Institutions to move and invest Client funds in a timely and suitable manner

Provide excellent Client service through curiosity, continuous learning, and consistency

Learn financial management concepts in order to assist Financial Advisors in offering advantageous strategies to Clients

Invest and Rebalance Client accounts per instructions of the Financial Advisors

Collaborate with Advisors, Planning, and Clients to prepare, complete, and process workflow tasks for Investment Accounts such as new account openings, conversions, beneficiary updates and more

Develop more effective / efficient ways to implement strategy and processes

Onboard new Clients to MFP through data gathering and getting to know Clients personally
Soft Skills That Matter
High attention to detail

Strong analytical skills

Curiosity
Excellent written and verbal communication skills

Collaboration and responsiveness

Pride in providing excellent service
Discretion with confidential financial information

Job Type:
Full-time
Pay:
This position pays between $50,000-$65,000 annually as a starting salary range, depending on qualifications and experience.
Benefits:
401(k)

401(k) profit sharing

Cash Balance Plan
Roth 401(k)

Professional development support

Company paid dental insurance

Company paid health insurance

Health savings accountwith company contribution
Paid time off

Generous holiday schedule

Reduced fees for legal document preparation and investment advice

Schedule:
M-Th 8-4:30 p.m.

Friday 8-3 p.m.

Hybrid in office (St. Cloud, MN)

Education:

Bachelors (Preferred but not required)

This disclosure is provided in accordance with Minnesota law (Minnesota Statutes § 181.173), effective January 1, 2025.