Norfolk Now
Join to apply for the
Investment Administrator
role at
Norfolk Now .
We are looking for individuals who fit our workplace culture and take pride in having a service personality. We are dedicated to simplifying and humanizing the intersection between tax planning and wealth management.
We believe in the growth of our employees and provide opportunities for advancement by providing training and education needed to be successful.
Job Summary: This role involves executing daily trades, preparing client reports, setting up new accounts, and ensuring timely processing of deposits and paperwork. Responsibilities also include assisting with quarterly statements and coordinating with team members to meet deadlines. Strong communication, teamwork, and a willingness to learn are key for success in this position.
Primary Responsibilities
Place daily trades and prepare reports for clients
Process daily downloads with custodians and software
Perform the set-up of all new accounts
Process daily downloads with custodians and software
Assist in production of quarterly statements for all advisors and/or companies
Problem solve all issues to speed processes
Train and work with employees from advisor groups in a supervisory role
We are looking for a team-oriented person willing to learn and able to communicate with our team and clients.
Required Knowledge, Skills, and Abilities
Self‑motivated with the ability to multi‑task and prioritize tasks
Pay great attention to detail and accuracy
Team player – must strive to be a collaborative, valued member of the team
Able to meet deadlines and keep track of multiple assignments/projects
Strong interpersonal skills with an aptitude for clear articulation in both speaking and writing
Exceptional problem resolution skills
Proficient in Microsoft Excel and Word
Benefits
Health Insurance
Dental and Vision Insurance
Life Insurance
Short- and Long-Term Disability Insurance
Retirement Plan
Paid Time Off and Paid Holidays
Relaxed Dress Code
Employee Ownership Program
Opportunity for Growth
Salary: $40,000 to $50,000 (Full Time)
Job Posting Expires: 10/31/2025
Location: Norfolk, NE. Phone: 402-371-1160
How to Apply: Apply today through our Workday partner website: https://integritymarketing.wd1.myworkdayjobs.com/Integrity/job/Norfolk-NE/Investment-Administrator_JR3057-1
#J-18808-Ljbffr
Investment Administrator
role at
Norfolk Now .
We are looking for individuals who fit our workplace culture and take pride in having a service personality. We are dedicated to simplifying and humanizing the intersection between tax planning and wealth management.
We believe in the growth of our employees and provide opportunities for advancement by providing training and education needed to be successful.
Job Summary: This role involves executing daily trades, preparing client reports, setting up new accounts, and ensuring timely processing of deposits and paperwork. Responsibilities also include assisting with quarterly statements and coordinating with team members to meet deadlines. Strong communication, teamwork, and a willingness to learn are key for success in this position.
Primary Responsibilities
Place daily trades and prepare reports for clients
Process daily downloads with custodians and software
Perform the set-up of all new accounts
Process daily downloads with custodians and software
Assist in production of quarterly statements for all advisors and/or companies
Problem solve all issues to speed processes
Train and work with employees from advisor groups in a supervisory role
We are looking for a team-oriented person willing to learn and able to communicate with our team and clients.
Required Knowledge, Skills, and Abilities
Self‑motivated with the ability to multi‑task and prioritize tasks
Pay great attention to detail and accuracy
Team player – must strive to be a collaborative, valued member of the team
Able to meet deadlines and keep track of multiple assignments/projects
Strong interpersonal skills with an aptitude for clear articulation in both speaking and writing
Exceptional problem resolution skills
Proficient in Microsoft Excel and Word
Benefits
Health Insurance
Dental and Vision Insurance
Life Insurance
Short- and Long-Term Disability Insurance
Retirement Plan
Paid Time Off and Paid Holidays
Relaxed Dress Code
Employee Ownership Program
Opportunity for Growth
Salary: $40,000 to $50,000 (Full Time)
Job Posting Expires: 10/31/2025
Location: Norfolk, NE. Phone: 402-371-1160
How to Apply: Apply today through our Workday partner website: https://integritymarketing.wd1.myworkdayjobs.com/Integrity/job/Norfolk-NE/Investment-Administrator_JR3057-1
#J-18808-Ljbffr