Research and Investment Coordinator

Job Description

Job Description

Company Description

Valley Oak Wealth Management is dedicated to helping clients achieve their financial goals with customized guidance and a "hands-on" approach. Our experienced professionals are known for their strong commitment to personalized service, consistently working to foster financial stability and independence. We closely collaborate with clients to support them on their financial journey with disciplined strategies for achieving long-term success. At Valley Oak Wealth Management, our team cares deeply about making clients’ aspirations a reality.

Role Description

Responsibilities include maintaining accurate client records; responding to client inquiries; scheduling, coordinating, and participating in client meetings; assisting with the onboarding of new clients; and supporting day-to-day operational needs. Research and Investment Coordinator also assists with trading execution, portfolio research, and preparation of investment and planning materials, serving as a knowledgeable, professional, and approachable point of contact to help ensure high-quality client experience and smooth daily operations.

Qualifications

• Minimum of two years of professional experience in client service, operations, administrative support, or a related role, preferably within financial services
• Strong communication, customer service, and interpersonal skills with the ability to interact professionally with clients and team members
• Proficiency in administrative tasks including scheduling, documentation, and organization to support efficient operations and accurate client records
• Ability to assist with client account management, onboarding processes, and financial planning support activities
• Experience with CRM systems and financial services software is preferred
• Strong critical thinking and problem-solving skills, with a proactive mindset toward improving client experiences
• High attention to detail, excellent time management skills, and the ability to manage multiple priorities effectively
• Securities licenses (Series 7, 65, or 66) are a plus, or willingness to obtain
• Working knowledge of Redtail CRM and eMoney financial planning software preferred
• Bachelor’s degree in finance, Business Administration, or a related field preferred
• Salary is commensurate with experience.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.

For more information about our company, please visit our website www.valleyoakwealthmanagement.com