Investment Assistant

Why Choose OneSeven?

We offer a casual and friendly work environment with cooperative, helpful coworkers, support for life/work balance, and the opportunity to work from home. Headquartered in Beachwood, Ohio, we are pleased to invite a full-time, detail-oriented, and well-organized Investment Administrator to join our remote team. Ideally, this remote position will operate in eastern or central time zones.

About You

• You have at least three (3) years of financial services industry experience, including strong knowledge of investment registrations. Ideally, you have demonstrated experience on Schwab and Fidelity platforms.
• You hold excellent communication, interpersonal, and follow-up skills that set you apart from your peers, including a professional phone presence and the ability to work effectively both independently and as part of a team.
• You are proactive, with strong organizational and time management abilities, with sound judgment and flexibility to manage multiple priorities and meet deadlines in a fast-paced environment.
• You are proficient in Microsoft Office, DocuSign and CRM systems; business or finance education is a plus.

Your Typical Day

• Independently managing the administrative and operational activities of our advisors.
• Providing client service and general administrative duties.
• Processing trades, distributions / withdrawals and preparing new client paperwork.
• Researching and responding as necessary to incoming phone calls, requests, emails and mail.
• Adhering to the highest level of integrity, ethical conduct, industry compliance rules and regulations.

Equal Opportunity Commitment

OneSeven believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions that they are interested in and qualify for without regard to any protected characteristic under federal or state law.

OneSeven is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact [email protected] or 833-832-8085.

Job Type: Full-time

Pay: $65,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Application Question(s):

• Will you require sponsorship for a work VISA, now or in the future?
• Please describe your experience supporting advisors and clients within the financial services industry. Include any experience with investment registrations, Schwab and/or Fidelity platforms, account paperwork, trades, distributions, or withdrawals.
• Please describe your customer service experience, including the types of client interactions you handled and the number of years you have worked in a client-facing role.

Work Location: Remote