Charlotte, North carolina
Fund Accountant Job Opening in Charlotte, North carolina - Job Responsibilities:
Supports the investment teams of financial advisors with a variety of activities including client support, administrative support, research and investment updates.
Prepare reports and financial data.
Field telephone calls, receiving and directing visitors.
Maintain a FINRA compliant filing system with all records.
Practice high quality service standards in all interactions with clients, prospective clients and personnel in other departments within the credit union.
Respond to client request issues regarding client accounts when appropriate, and forward all other issues to the Financial Advisor(s) for their response.
Job Requirements:
2+ years of experience in Investment/Wealth Management industry
Project coordination experience
Flexibility, excellent interpersonal skills
Ability to work well with all levels of internal management and staff, as well as outside clients and vendors
Strong computer and organizational skills
Job Type: Full-time
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