Our client, a leading wealth management firm based in Hawaii, is on the lookout for a talented Investment Operations Specialist to join their dynamic team. 🌴✨ If you have a strong background in investment operations, administrative support, and insurance operations, this could be the perfect opportunity for you! About the Role: As an Investment Operations Specialist, you'll play a critical role in overseeing and managing daily investment operations, ensuring accuracy and efficiency. You'll also assist with administrative and insurance operations to provide top-notch financial services to our clients. Key Responsibilities: 🔹 Oversee and manage daily investment operations 🔹 Process and reconcile investment transactions 🔹 Maintain up-to-date records and documentation 🔹 Monitor and report on portfolio performance 🔹 Schedule and confirm client appointments 🔹 Assist with insurance applications and underwriting processes Qualifications: ✔️ Series 7, Series 6, and Series 63 licenses ✔️ 3+ years of experience in investment operations ✔️ Life and Health License preferred or willingness to obtain one ✔️ Strong organizational and multitasking abilities ✔️ Proficient in financial software and MS Office Suite ✔️ Excellent communication and interpersonal skills Compensation: $75,000-90,000 per year + bonus opportunities Ready to take the next step in your career? Apply now and join a firm that values a client-centric approach and personalized financial solutions. #InvestmentOperations #WealthManagement #FinanceJobs #HawaiiJobs #CareerOpportunity #FinancialServices #JobOpening #HiringNow #FinanceCareers #InvestmentSpecialist #jobs #NowHiring https://lnkd.in/e3sUMFHC
Claire Myers Consulting
Staffing and Recruiting
Sonoma, California 61,644 followers
We believe that if employees are truly your best asset, then the way to grow is by getting and keeping TOP talent.
About us
Based in Northern California’s wine country, our recruiting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people. We are a team of strong, knowledgeable, and empathetic recruiting professionals. You would be hard pressed to find a team that works harder than we do or who has more fun doing it! Our team can independently own the recruiting process from start to finish OR we can serve as an extension of your internal team. Either way, we work closely with leaders to calibrate the candidate profile. Then, we source, screen, interview and manage the selection process for any role in the organization. If you don't already have a system, we help set-up your infrastructure to ensure a sustainable process for future months and years. We are headquartered in beautiful Sonoma, CA - working all over the country - and we have experience placing various roles within many fields including Financial Services (commission & non-commission roles), Technology, Healthcare, Nonprofit, Manufacturing, Sales, Consulting, Clean Energy, & Wine Production. Check out a few of our recruiting stats: - Our average time to fill is 45 days - 72% of our candidates are found by our active sourcing methods vs. applying for the role - We have a combined 75+ years of recruiting experience - We have 50,000+ followers on LinkedIn- many of whom are passive candidates - Our ATS has 100s of active and passive candidates with various experience Endorsed as a top recruiting firm through Forbes Let us know how we can be a resource for you!
- Website
-
https://www.clairemyersconsulting.com/
External link for Claire Myers Consulting
- Industry
- Staffing and Recruiting
- Company size
- 2-10 employees
- Headquarters
- Sonoma, California
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Sourcing, Consulting, Coaching, Business Scaling, Staffing, Recruiting, Wealth Management Team Recruiting, RaaS (Recruiting as a Service), and Hypergrowth Recruiting
Locations
-
Primary
181 Andrieux St
Sonoma, California 95476, US
Employees at Claire Myers Consulting
-
Dawn McCluskey
Senior Talent Acquisition Specialist at Claire Myers Consulting
-
Claire M. Vitale
Founder | Recruiting as a Service | Fire Wife | Mom | Board Member
-
Kari Aderhold
Senior Talent Acquisition Specialist at Claire Myers Consulting
-
Meghan McGuire Cushard
Founder & CEO | Principal Consultant | Technical Recruiter | Recruitment Consultant
Updates
-
We're #hiring a new Human Resources Generalist in Santa Barbara, California. Apply today or share this post with your network.
-
We're #hiring a new Lead Advisor in Westport, Connecticut. Apply today or share this post with your network.
-
We're #hiring a new Relationship Manager in Westport, Connecticut. Apply today or share this post with your network.
-
We're #hiring a new Service Advisor in Westport, Connecticut. Apply today or share this post with your network.
-
We're #hiring a new Relationship Manager in Westport, Connecticut. Apply today or share this post with your network.
-
We're #hiring a new Human Resources Generalist in Santa Barbara, California. Apply today or share this post with your network.
-
Looking for a Lead Advisor in the Florida Panhandle? Meet Candidate 180, a seasoned advisor with 10 years running a fee-only practice. They're ready to join a new firm, bringing a passion for selling and business development, but preferring a balanced compensation structure. They also expect to bring a few clients along. Location: Florida (Panhandle) Experience: 15 years Licenses: CFP & Series 65 Compensation: $90,000 base + upside Ready to leverage their expertise and client base in your firm? Let's connect! Send us an email at claire@clairemyersconsulting.com #FinancialAdvisor #WealthManagement #FinanceJobs #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch #floridajobs #hiring
-
-
We're #hiring a new Resident Support Professional in Santa Barbara, California. Apply today or share this post with your network.
-
Paraplanner - Join Our Clients' Growing Wealth Management Team! We're looking for an enthusiastic Paraplanner to bridge the gap between our clients, support team, and Wealth Managers. This key team member will support our culture and vision, which are grounded in our values: Grace & Empathy Generosity & Gratitude Passion & Excellence Integrity & Pride Key Responsibilities: Engage with clients and support the Advisory Team. Ensure timely and consistent financial plan development. Document and follow through on client commitments. Manage client relationships and onboarding processes. Maintain accurate client data in CRM and financial software. Qualifications: FPQP designation required. 1+ years of direct advisory experience. Excellent communication and time management skills. Proficiency in Microsoft Office Suite and Google Apps. Join us if you have high standards, good judgment, and can take initiative. Apply now! https://lnkd.in/gcegkj8G #FinancialAdvisor #WealthManagement #FinanceJobs #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch #remotejob
Paraplanner (Remote) at Claire Myers Consulting
claire-myers-consulting.breezy.hr