Investment Operations Specialist
First National Bank•Ames, IA
372d
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About The Position
The position involves assisting Investment Officers in providing exceptional service to clients of First Point Wealth Management. The individual will collaborate with Investment Officers to focus on investment services, which include developing and implementing asset allocation strategies, executing trades, analyzing investments, monitoring holdings, and processing asset transfers. Additionally, the role includes corresponding with clients to address investment service questions and preparing reports for client and prospect meetings.
