Job Description
Capstone Financial Group is a private investment planning and wealth management practice with multiple offices throughout the Midwest. We provide financial advisory, retirement planning, and investment services to clients. We are seeking an Investment Client Associate to support our continued growth in Devils Lake, ND!
This role requires an organized and energetic professional who does not mind wearing multiple hats. The ideal candidate would have experience handling a wide range of administrative, financial, and office support-related tasks. We are seeking someone well organized, who enjoys a busy workday and is outgoing. Applicants with a background in financial services or the brokerage industry will be given preference. Candidates with banking, insurance, or office administration experience will also be considered.
WHAT YOU’LL BE DOING:
● Assisting a Financial Advisor in a branch location, providing top-tier service to clients.
● Scheduling meetings, answering phone calls and emails, along with other general office tasks.
● Opening new accounts, processing transfer requests and other documents as part of the client onboarding process.
● Accepting client service requests, processing forms, entering transactions, tracking completion.
● Generating reports to prepare for client review meetings.
● Managing social media advertising, print marketing, seminars, and general communication for the branch.
● Ensuring compliance with regulatory requirements.
● Maintaining a high level of confidentiality working with sensitive and proprietary information.
● Performing complex administrative duties as directed or needed.
● Utilizing various software programs to support business and client needs.
● Managing multiple projects of a complex nature and prioritizing work to meet all required timelines.
● Effectively and professionally communicating with all levels of the organization.
● Displaying professionalism to create a positive first impression.
● Performing other responsibilities as needed or assigned.
WHY THIS OPPORTUNITY IS EXCITING:
As the face of the office, we are seeking an organized candidate available to work in person from 8am-5pm M-F in Devils Lake, ND. The position offers a competitive base salary commensurate with experience, healthcare, dental, vision benefits, retirement plan with employer match, and the opportunity to grow your career with a great team!
Reach out to Marcy Rinas at marcy@capstone-fg.com for more information.
Company DescriptionCapstone Financial Group helps clients succeed financially through a better understanding of topics from investment planning basics to estate planning strategies. Our Financial Advisor teams can provide the advice and guidance clients need to focus on long term financial goals. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies and strive to provide excellent client service and empower our clients to be confident investors.
Capstone Financial Group helps clients succeed financially through a better understanding of topics from investment planning basics to estate planning strategies. Our Financial Advisor teams can provide the advice and guidance clients need to focus on long term financial goals. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies and strive to provide excellent client service and empower our clients to be confident investors.
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