Ullico Investment Advisors, Inc., an SEC registered investment adviser with over $10 billion in assets under management, is actively recruiting an Investment Service Coordinator, for our Investment Services Department located in our Silver Spring, MD office. This person will support Investment Services’ client service and operations efforts by reviewing, approving and monitoring the distribution of all investor statements, invoices, and quarterly/annual mailings. This position will also be responsible for responding to all audit and compliance inquiries received from clients and will coordinate with the sales and marketing team to respond to ad-hoc inquiries received from clients and fund professionals.
The duties/responsibilities of this position are as follows:
Minimum Qualifications
The successful candidate must have a Bachelor’s Degree in Business, Finance or related field with at least two year’s related experience in a professional environment. This person will need to exhibit a high level of professionalism and be able to interface with all levels of personnel. Exceptional written, organizational, communication, and presentation skills are also necessary. Attention to detail and ability to follow-through are essential. Proficiency in the Microsoft Office Suite is required.
For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement, keeping union families safe and secure. From insurance products that protect union members, leaders and employers, to investments in building projects that have created thousands of union jobs, our customers continue to trust us with protecting their families, employees, businesses and investments. For additional information, visit www.ullico.com.
We offer a competitive starting salary and an outstanding benefits package including health/dental/vision, 401(k) and pension plan.
Ullico is an Equal Opportunity Employer.
Ullico participates in E-Verify.