Wealth Management Coordinator – New Albany

Haystack LLC is looking for a full-time Wealth Management Coordinator to support an experienced, successful, and rapidly growing financial planning and wealth management firm. If you are full of energy, hard-working, easy-going, flexible and have a desire to be an integral part of our professional team, keep reading! We are seeking a professional who is natural at organizing, skilled at efficiently preparing paperwork, and enjoys servicing clients at a superior level.


Primary Duties & Responsibilities:

  • Responsible for new account process:
  • Prepare application packets for advisors
  • Review paperwork for completion & accuracy
  • Process new business paperwork through system
  • Work rollover requests & transfers with clients
  • Follow up & track funds into new accounts
  • Ensure timely delivery of contracts & policies to clients
  • Confirm investment deposits & allocation accuracy
  • Enters data into eMoney financial planning software
  • Answers phone calls and respond to emails with a professional demeanor, integrity, and positive attitude
  • Works directly with clients on service questions and executes any updates or changes independently
  • Handles sensitive, confidential, proprietary information with discretion
  • Communicates with our broker/dealer, various fund companies and insurance companies with professionalism
  • Maintains timely client, prospect, and vendor records in our CRM system
  • Handles incoming & outgoing correspondence with the highest level of compliance

Required Skills:

  • Excellent verbal and written communication skills
  • Attention to detail, highly organized, excellent time management skills
  • Self-driven, independent thinker & process-oriented
  • Able to work in a fast-paced team environment with multiple interruptions
  • Excellent ability to prioritize, decision make and problem solve
  • Able to handle multiple competing priorities simultaneously

Required Education & Experience:

  • HS diploma required, financial securities industry experience a plus
  • 3 years minimum of experience in administrative support
  • Proficient in Microsoft Suite (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat & other technology applications

What our client offers:

  • Competitive wages
  • Paid time off
  • Retirement plan, with employer match
  • A fun working environment

Apply Now

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