O’Fallon, IL— July 5, 2019 — Visionary Wealth Advisors, LLC is seeking a motivated, driven individual for their Analyst role within the Visionary Think Tank. The Visionary Think Tank is responsible for managing assets of the firm including trading, billing, and portfolio management. The Analyst will work out of the O’Fallon, Illinois office and will report directly to the Chief Operating Officer. The Analyst will share responsibilities relating to data management, trading operations, and billing operations.
Key Responsibilities include assisting in daily trades within the Visionary managed portfolios including trades, distributions and out of balance thresholds; quarterly fee billing on client accounts by monitoring and updating fee settings within Morningstar Office including advisory fees, excluded positions and accounts, and joint work splits. Analyst will also review and approve account agreement and ensure proper data entry into Morningstar Office; complete work order requests for model comparisons on prospective client accounts and manage various compliance policies and procedures as it related to client accounts and ensure accordance with Securities and Exchange Commission guidelines.
The candidate must have an undergraduate degree in Finance, Economics, or Business Administration. Series 65 registration is a plus; if not registered, the employee will be required to successfully pass the Series 65 Exam within 9 months of employment. As an Analyst, you must be proficient in Microsoft Office Suite, have the ability to work independently on various projects simultaneously, possess strong analytical and interpersonal skills, time management skills and the ability to meet deadlines. Lastly, the candidate must have excellent verbal and written communication skills.
Paid time off, retirement plan with a company match and health insurance is available. The employee will receive a competitive salary with potential to grow.
Please send all questions and resumes to Kate Hurt at 618-726-3001 or firstname.lastname@example.org.