Investment Service Coordinator

Tribridge Partners a Marsh & McLennan Agency LLC Company.

Investment Service Coordinator

Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Investment Service Coordinator at Tribridge Partners a Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance employee health & benefits retirement private client insurance and wealth management solutions to organizations and individuals seeking limitless possibilities. With offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh (NYSE: MRSH).

A day in the life.

As our Investment Service Coordinator on the Individual Solutions team youll be the person who keeps client meeting follow-up and account processing moving from start to finish. Youll coordinate documentation stay aligned with compliance requirements and make sure clients and internal partners have what they need when they need it. You will prepare and process client paperwork for account openings (Individual IRA 529) transfers conversions beneficiary updates withdrawals investments managed accounts distributions wire transfers and financial plans. You will also manage legal and administrative documentation tied to trusts POA/estates name changes broker/dealer changes and business reassignments. You will forward documents to the appropriate departments for review/approval then follow up through completion; confirm account establishment verify account numbers and track asset transfers until everything is complete while maintaining files in line with Compliance Policy & Procedures including audit records client documentation and required logs (checks gifts financial planning new accounts) annual reviews memos renewals trade corrections rep splits system access and NIGO tracking. Youll proactively communicate with clients on qualified charitable distributions (QCDs) required minimum distributions (RMDs) and other annual distributions including sending tax documents based on the team service tier model. You will process trades for clients set up and process DWAC/DTC delivery of securities obtain transfer agent documentation as needed and confirm transfer/receipt of assets.

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

• Bachelors degree in Business/Finance (or equivalent relevant experience)
• Minimum 5 years of client service experience within wealth management private banking personal trust or a similar environment
• Ability to thrive in a fast-paced setting where priorities can shift and timelines matter
• Series 6 license (or the desire to pursue and the ability to obtain)
• Strong grasp of account types and security types including equities and bonds
• Extremely strong organization and attention to detail (you catch what others miss)
• Clear confident written and verbal communication skills
• Comfort handling sensitive information with care and professionalism
• Proficiency with Microsoft Office and Adobe Acrobat
• Experience with trust account systems and commonly used wealth platforms such as Streetscape DST Vision Black Diamond Salesforce Schwab Advisor Center and other mutual fund/managed account sites

We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources professional and personal development opportunities and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA check us out our website or flip through recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. We are always seeking those with ethics talent and ambition who are interested in joining our client-focused teams.

Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties gender orientation or expression marital status nationality parental status personal or social status political affiliation race religion and beliefs sex/gender sexual orientation or expression skin color veteran status (including protected veterans) or any other characteristic protected by applicable law. If you have a need that requires accommodation please let us know by contacting .

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