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- ...Officers, or Relationship Managers. Familiarity with institutional investment platforms such as Bloomberg, FactSet, Advent, Moxy, fi360, or similar tools. Professional designations strongly preferred, including: CFA CMT MBA or other advanced investment credentials...SuggestedRelocation package
- ...complex financial situations. AIF designation and/or working knowledge of the Global Fiduciary Standards of Excellence developed by fi360. Experience with following websites and software: Fi360 online platform or similar tool MoneyGuidePro, Morningstar Risk Profiler and...SuggestedFull timeWork at officeRemote workMonday to FridayFlexible hoursWeekday work
$100k
...meeting space, and business-development support. Our technology stack includes Wealthbox, RightCapital, Income Lab, Jump, Kwanti, FI360, Google Suite, Slack, Zoom, Loom and Canva. We add and remove tools as the market changes and as we need them. But we're not married...SuggestedTemporary workWork at officeFlexible hours- ...professionally, both internally and externally Experience with, or ability to learn, Redtail CRM, ClientWorks, Morningstar, YCharts, Fi360, and other applicable programs. Desire to learn, grow, and contribute to the success of our clients, practices, and the firm...SuggestedWork at office
$76k - $100k
...other retirement industry specific designations Software/System Skills: Microsoft Office (required), Salesforce.com (preferred), Fi360 Toolkit (preferred) Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper...SuggestedFull timeWork at officeFlexible hours- ...of 5 years of experience in retirement plan consulting or institutional investment advisory roles. Knowledge of plan tools including Fi360. Strong knowledge of ERISA, fiduciary standards, and retirement plan design. Proven ability to work with plan sponsors, investment...SuggestedLocal area
- ...monthly and quarterly reporting and supports the creation of monthly and quarterly client reports in a timely and accurate fashion. Fi360 reports Monthly performance reports Consulting Reports Quarterly Manager Analysis Investment Analysis Consulting searches...SuggestedFull timeTemporary workWork at office
- ...administrators, and prepare necessary reports and documents for the plans. Under supervision, you will handle daily maintenance tasks, upload 401(k) contributions per payroll, and help ensure compliance through Fi360 reports and employee reporting. #J-18808-Ljbffr Kaizen Lab Inc.Suggested
- ...Serve as a contact for plan vendors and third-party administrators Upload 401(k) contributions on a per payroll basis Prepare quarterly Fi360 reports Prepare employee reporting necessary for annual compliance testing Process participant documents and requests such as...SuggestedTemporary workWork at officeImmediate start
- ...and verbal communication skills # Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, fi360, eMoney and Morningstar) # Above average math skills and analytical abilities # Must have a desire to pursue professional development...SuggestedWork at office
$150k - $175k
...fiduciary reports and support benchmarking and fee analysis activities.* Update client records and workflows in Salesforce (CRM) and fi360/Toolkit (investment monitoring system) to ensure accurate documentation and follow-through.* Research client inquiries regarding...SuggestedLocal area- ...required by the Investment Management Code of Ethics.Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)One of the following preferred:MBACFA or CMT candidateProfessional trainingQualifications...SuggestedNight shift
Trustmark
Mobile, AL4 days ago
