Bring investment documentation and compliance expertise to Masters Insurance as a Financial Account Associate supporting advisors and clients. Work across detailed financial workflows.
Masters Insurance seeks a Financial Account Associate with three to five years of industry experience. You will support advisors, manage client paperwork, process investment transactions, and maintain documentation for compliance. Strong Excel, communication, organization, and problem-solving skills are central to the work. A completed mutual funds license is required through an accepted provider or designation.
Key Responsibilities:
- Support advisors while maintaining solid client relationships
- Prepare presentation documents for client meetings
- Coordinate paperwork, signatures, follow-ups, and compliance workflows
- Process investments and resolve transaction discrepancies with fund companies
- File client documentation and maintain office compliance standards
Requirements:
- Three to five years of industry experience
- Completed mutual funds license through IFC, CSI, or CIFC
- Proficiency in Microsoft Office, especially Excel
- Effective verbal and written communication skills
- Accurate data entry and strong organizational abilities
Apply your investment processing, Excel, and compliance strengths while supporting advisors, clients, and accurate financial documentation at Masters Insurance.