Investment Service Coordinator

Award-winning, inclusive, Top Workplace culture

The industry's 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.

A Day in the Life

• Keep client meeting follow-up and account processing moving from start to finish
• Coordinate documentation and stay aligned with compliance requirements
• Make sure clients and internal partners have what they need, when they need it
• 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
• Manage legal and administrative documentation tied to trusts, POA/estates, name changes, broker/dealer changes, and business reassignments
• 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
• 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
• 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

What We're Looking For

• Bachelor’s 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
• 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

Valuable Benefits

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

About Tribridge Partners

Tribridge Partners, a Marsh & McLennan Agency, LLC Company, offers a unique blend of award-winning, inclusive, and top workplace culture. We are dedicated to delivering purposeful work and meaningful impact every day.