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Investment Administrator

Premier Financial Group, Inc., is a locally owned and operated wealth management firm with a passion for inspiring thriving communities. We deeply value our team of highly skilled professionals, and are truly committed to each other’s success and happiness; our culture is one of the biggest perks of working for Premier! Currently, we have a career opportunity available in our Investment Administrator role.

The Investment Administrator collaborates with our entire team on managing the activities within client accounts so we may deliver on our commitment of exceptional client service. An ideal candidate for this position would have a genuine desire to manage client relationships, excellent writing skills, a passion for customer service, ability to prepare presentation materials and other visual aids, and pride in accuracy and efficiency. Strong computer literacy skills, Microsoft Office proficiency, and a high degree of attention to detail are a must. An interest in business development and marketing is desired.

We require applicants to have a high school diploma or equivalent (GED), and a minimum of 3-years of experience in customer service and 3-years-experience in a professional office environment. Our team is committed to engaging with each new team member to ensure thorough and consistent training, and understand the importance of communication and creating a supportive environment for learning. Premier offers exceptional benefits and compensation package and has excellent long term growth opportunities. We are an EOE.

If you are interested in learning more about this excellent career opportunity with Premier Financial Group, a deeply rooted local company, please respond with a cover letter sharing why you are interested in working for Premier and why you would be a good fit, along with your resume. Thank you for your interest, and we look forward to hearing from you!

Let's create a road map to your financial future

707-443-2741

800-331-7212

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