# Investment Operations Associate

**Company:** [The SKG Team at Barnum Financial Group](null/companies/tfKWnkSS9eWxPAPBaF3gzS.md)
**Location:** Elmsford, United States
**Workplace:** on site
**Employment type:** Full-time
**Department:** Investment Operations

[Apply for this job](null/view/59d7b209-c995-4265-b11c-acb995730758)

## Description

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

**Responsibilities will initially include:**

-   Assist in preparing client facing materials
-   Review investment, insurance, and financial planning documents
-   Conduct data analysis and organize financial information
-   Prepare written retirement planning reports (Cash flow, asset allocation, retirement readiness and asset allocation)
-   Develop professional presentations to communicate planning recommendations
-   Coordinate with advisors and client relationship coordinators to confirm client data

**We are looking for an individual with the following traits:**

-   Energetic
-   Organized
-   Process driven
-   Detail oriented
-   Efficient
-   Enjoys being a part of a team
-   Able to multi-task
-   Comfortable with strict deadlines and varying workload

## Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

-   Bachelor’s degree preferred; associate degree required
-   Experience in Microsoft Office required (Excel/Word/Outlook)
-   Proficiency with Morningstar, eMoney, and Salesforce preferred

## Benefits

**Salary:** $65,000 plus performance bonus- Up to 20% total bonus potential.

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