Investment Services Specialist

Position: Investment Services Specialist Location: Scottsdale, AZ Reports to: Director of Operations Position Overview: Under the direction of the Director of Operations, the Investment Services Specialist is a member of our passionate, high-performance team dedicated to excellence. The primary responsibility is to provide world-class service while offering creative solutions to the Registered Investment Advisors and Registered Representative that act as Co-Advisors and/or Solicitors on behalf of Matson Money. Responsibilities: Be positive, energetic, friendly, service-oriented Be highly motivated, fearless, hardworking, and team oriented Be team focused with ability to work independently, occasionally with little guidance or direction Be highly attentive to details Have the ability to continually identify problems/solutions – solution oriented Is naturally attentive to detail, inclined to fact find, and geared towards follow through Have the ability to multitask while completing time sensitive responsibilities Have the ability to communicate with outside business partners and internal team members at all levels of the organization Preferred Requirements: General understanding of computers and Microsoft Office products 2+ years of financial services experience 4‑year degree Benefits: 401(k) 401(k) Matching Competitive Salary Dental Insurance Flexible Spending Account Health Insurance Health Savings Account Life Insurance Paid Time Off Paid Training Vision Insurance Work Arrangements: This is a 100% on‑site position. #J-18808-Ljbffr