Job Description

We are looking to hire an enthusiastic and motivated member to help support our investment advisory business. The ideal candidate is looking for a career path in finance and is self-motivated, well organized and ready to provide excellent customer service for our clients.

JOB RESPONSIBILITIES:

• Client Relationship Management – answer client phone calls, help research and answer questions, work on both short-term and long-term projects
• Prepare reports, data entry, maintain spreadsheets and logs
• Office management responsibilities: maintain supplies, guest check-in, manage incoming and outgoing mail
• Communicate with clients proactively through both email and phone calls when appropriate
• Keep systems up-to-date with client information
• Financial plan data
• Review work methods and procedures for continual quality improvements and efficiencies, and implement them when appropriate
• Work closely with the senior operations specialists, and provide backup support to the team

REQUIRED QUALIFICATIONS:

· Series 7/66 & Virginia Life/Health Annuity license (not required at time of hire but expectation of obtaining licenses within 1 year)

· College degree

· Ability to pass a criminal history and credit background check

· Proficiency with Microsoft Office tools (Excel, Outlook, Word, PowerPoint)

· Learning agility with software programs

DESIRED SKILLS:

• Excellent organizational, preparation, and time management skills
• Outstanding attitude and positive energy
• Strong confident voice/communication (verbal, phone, email, mail) and customer service skills
• A strong focus on assuring details are correct
• Ability to successfully manage multiple projects and priorities

JOB TYPE: Full Time

SALARY: $40,000-$55,000 base salary commensurate with experience, plus bonus

BENEFITS:

· Employer-Paid Medical Insurance

· Paid Parking

· Optional Dental and Vision Benefits

· Short-Term and Long-Term Disability Insurance

· Group Life Insurance

· 401(k)

· Paid Time Off (PTO)

Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Irongate Capital Advisors is independently owned and operated.800 E Canal St. Suite 950, Richmond, VA 23219. 08/2021. 3704499