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Brokers International Advisory Coordinator in Urbandale, Iowa

Brokers International [“BI”] is one of the nation’s largest and longest standing insurance marketing organizations, delivering fully integrated insurance, retirement, and wealth management solutions to 25 agencies and 2500 independent agents in 49 states. At BI, our passion is to help our partners succeed. We do this every day with industry leading marketing solutions, product support, and back office operations. We are a strategic growth accelerator for our partners.

Under the leadership of CEO Mark Williams, BI is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner.

BI’s culture is one of inclusion and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic, Integrity, and Customer Service. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

The Role

The Advisory Coordinator is responsible for supporting investment and business development activities within the company; primarily focusing on the Registered Investment Advisor platform offerings. This role is responsible for administering and processing Brokers Financial internal and sub-advised investment portfolio offerings. The Advisory Coordinator will work closely with Brokers Financial representatives and with the Investment services team to process daily and monthly tasks needed to grow the RIA.

Essential Job Functions

  • Maintain daily oversight of the Brokers Financial internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through TD Ameritrade, Schwab, and Pershing.

  • Responsible for day-to-day processing of all trading requests for Brokers Financial’s RIA clearing custodians and any distribution requests that are received from our advisors.

  • Process all regular trading and rebalancing of investment models and completing billing of all RIA advisory accounts held with custodians.

  • Produce all weekly or monthly reporting required for the business unit or for any special project required by the overall company.

  • Assist in preparing any due diligence review for products that are added to the Brokers Financial Investment lineup.

Knowledge, Skills and Abilities

  • Must display Core Values

  • Excellent written and verbal communication skills.

  • Solid customer service experience.

  • Strong attention to detail.

  • Ability to prioritize and work in a fast-paced environment.

  • Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing).

  • Knowledge of Microsoft Office and Excel.

  • Ability to work with the AIS team and advisors to implement all trading functions.

  • Ability to proactively identify efficiencies with trading and billing processes.

Experience and Education

  • Prior Securities industry experience required.

  • Minimum of one to two years of working directly with a broker-dealer, RIA, or insurance organization.

  • Bachelor's degree from four-year College or University; one to two years related experience and/or training; or equivalent combination of related education and experience and/or training.

  • Series 65/66 and would prefer Series 6 or 7

Benefits & Perks

Brokers International offers a comprehensive benefits package including competitive pay, PTO, paid holidays, medical/ dental/vision coverage, Family medical flexible spending account, Dependent care flexible spending account, retirement plan options, employer paid short term disability, long term disability, and life insurance. We also reward our associates’ hard work with profitability bonuses and tuition reimbursement. We strive to provide a workplace that promotes health and well-being with a work/life balance. We have adjustable sit/stand desks, a gym reimbursement program and free, fresh fruit is available daily. We wear jeans every day and close every Friday at 3 p.m.

We do not sponsor employment visas.

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