Careers at ISC
Advisory Services Coordinator in Minneapolis
Microsoft office, specifically Word and Excel, Adobe Acrobat, Tamarac CRM and reporting software
Developing and maintaining relationships with the firm’s existing clients.
Booking recurring appointments and helping prepare advisors for meetings, including generating reports.
Managing and updating the data in the CRM.
Addressing custodian alerts by utilizing the CRM and other tools available on Schwab Advisor Center including the Data Delivery tool.
Answer phones and directing calls.
Completing weekly cash balances and transactions reports for advisors.
Greeting and accommodating clients upon reception.
General account maintenance which includes: money transfers, check deposits and their confirmations, account transfers, beneficiary updates, etc.
Completing charitable donations for clients.
Improving CRM process implementation and management.
Completing quarterly taxes.
Calculating Inherited IRA Required Minimum Distributions and tracking them, as well as traditional IRA RMDs tracking and reporting.
Proxy voting, litigation paperwork research and processing, and other corporate actions as needed.
General paperwork processing on behalf of advisors and other various advisor and firm support tasks.
Standard is 8 a.m. – 5 p.m. Monday through Friday with a 1-hour lunch break.
We are open to discussing flexible hours (e.g. 9 – 3 or 8 – 4)
Base Pay Starting at $38K but dependent on qualifications and experience
90-day bonus $1,000
Paid upon successful understanding of CRM
1-year bonus $1,000
Paid upon completion of one year of service
2-year bonus $2,500
Paid upon completion of two years of service
Charitable gift $1,000
Annual donation to a charity of your choice
Health insurance with HSA option
Flexible spending benefit plan
401(k) with profit sharing (company matching safe harbor)
Company paid group life, disability, and cell phone
Please email us with your resume and a cover letter if interested, and thanks for taking a look!