Investment & Financial Administrator

Location: Willow Park, Texas (near Weatherford and Aledo)

Part-time/M-F, 9am-3pm

About Us: 360 Financial Strategies is an investment planning firm committed to helping clients achieve their financial goals through tailored investment strategies and exceptional service. We are looking for a dedicated Investment Administrator to support our team and enhance our operational efficiency.

Job Summary: The Investment Administrator will play a crucial role in managing administrative functions, supporting investment planning processes, and ensuring smooth daily operations. The ideal candidate will possess strong organizational skills, attention to detail, and a basic understanding of investment principles.

Key Responsibilities:

Administrative Support:

• Provide comprehensive administrative assistance to investment planners and management.
• Schedule meetings, manage calendars, and coordinate travel arrangements.
• Prepare and distribute reports, presentations, and client communications.

Client Interaction:

• Serve as a primary point of contact for clients, addressing inquiries and facilitating communications.
• Assist in client onboarding processes and ensure a seamless experience.

Data Management:

• Maintain accurate and up-to-date client files and investment records.
• Support the tracking and reporting of investment performance metrics.

Compliance and Documentation:

• Assist with compliance-related tasks, ensuring adherence to regulatory requirements and internal policies.
• Help prepare and organize documentation for audits and regulatory filings.

Process Improvement:

• Identify opportunities to streamline administrative processes and enhance operational efficiency.
• Collaborate with team members to implement best practices and improve workflow.

Qualifications:

• Business Administration, or a related field preferred.
• Experience in an administrative role, preferably within financial services or investment planning. Financial services and investment services are different than banking services.
• Familiarity with investment products, financial planning concepts, and regulatory frameworks is a plus.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and experience with financial software or CRM systems.
• Excellent communication, organizational, and multitasking skills.