Investment Operations Associate

The Investment Operations Associate is a key member of our team whose primary function is to cultivate and enhance new and existing client relationships through proactive client communication, processing client requests and resolving inquiries. Paradigm Wealth Management is a full service, independent financial planning and investment management firm headquartered in Bridgewater, NJ. Our clients consist of near retirees, retirees, corporate executives, business owners, associations, and qualified retirement plans. Our firm has a strong growth trajectory and we are looking for a highly motivated individual who will take ownership of their role, which will open up greater opportunities within the firm.

DUTIES AND RESPONSIBILITES:

• Onboard and maintain client accounts, including collecting client information and required documentation for account openings, distributions, annuity purchases, financial plans and plan implementation, beneficiary updates, etc.
• Partner with Financial Advisors on the team in executing a business plan to grow the client base and proactively deliver a client service model.
• Perform various administrative functions for the Financial Advisors on the team and Management including, but not limited to, coordinating and executing client events, calendar management, maintaining compliance logs, client gifting, and establishing and maintaining files to meet regulatory requirements.

QUALIFICATIONS:

• Detail-oriented with the capacity to multi-task and manage time effectively.
• Resourceful with strong problem-solving skills and a strong work ethic.
• Ability to take ownership of tasks and projects, seeing them through to completion.
• Excellent written and oral communication skills.
• Attentive listening skills with the ability to analyze facts and draw appropriate conclusions.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, account aggregation systems, and client relationship management software.
• General knowledge and understanding of the investment, insurance and financial planning industry.
• High School diploma or higher.

SALARY AND BENEFITS:

Expected base pay rate for the role will be between $52,000 and $62,000 per year at the commencement of employment dependent upon experience. Base pay is only part of the total compensation package, which may also include incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Paradigm sponsored benefit programs such as 401(k) with match and Medical & Dental benefits.

Job Type: Full-time

Pay: $52,000 - $62,000 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Highly engaged work environment

Schedule:

• Monday to Friday

Work Location: In person

Job Type: Full-time

Pay: $52,000.00 - $62,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Doylestown, PA 18901 (Required)

Ability to Relocate:

• Doylestown, PA 18901: Relocate before starting work (Required)

Work Location: In person