Investment Associate

From day one The Standard has worked hard to make a difference, by being different In 1906, our founder Leo Samuel chartered the first locally-based life insurance company to champion the communities of the Pacific Northwest. Today, his philanthropic spirit lives on. Every day, we follow in the footsteps of our founder by our involvement in the communities in which we live. Vibrant, healthy communities provide opportunities for people and a positive environment in which to live and do business. We believe that we have a responsibility to help build and maintain such communities. Our investment in social service, health, arts, education, environmental and civic causes is part of our commitment to building lasting relationships with our employees, customers and communities. Job Description Investment Associate At StanCorp Equities, Inc., the retirement plans sales and marketing arm of The Standard (www.standard.com) we are committed to helping people achieve financial security so they can confidently pursue their dreams. If you like to make a difference and stand out from the crowd, consider pursuing your career dreams with us. This position is working for one of our fastest growing divisions, StanCorp Equities Inc. In this fast paced role you will play a key role in providing support to our local Investment Advisory office, including one of our top investment advisors on the East Coast. If you enjoy business tracking and reporting, research, and client interaction, and sales support activities, and are looking for an opportunity to advance your career, this is the position for you. We offer a dynamic work environment, excellent compensation and benefits, and an opportunity to grow your career and skills within the local market. Join us, and discover our fresh, honest approach to relationships, and our commitment to the communities we serve. Primary responsibilities for this position include: - Support advisory staff with preparation and distribution of quarterly investment monitoring reports, mutual fund list requests and investment comparisons. - Respond to sales staff, plan sponsors and clients requests for collateral material, proposal preparation and written client communication. - Prepare documentation for investment changes, review for accuracy and prepare communications based on regulatory and/or client specific requirements. - Coordinate advisor partner events, seminars and enrollment meetings. Assist with research to resolve sales and service issues and data collection on investment funds. - Assist with enrollment meetings and communication as requested by advisory staff. - Provide general administrative support such as filing, back-up phone reception, travel arrangements and processing mail. To succeed in this exciting role you will need: - Minimum five years of experience in a sales support, administrative or customer support role or an equivalent combination of education and/or relevant experience. Prior experience in the financial services industry highly desirable. - Must be highly organized, detailed oriented and have excellent communication skills. Ability to handle multiple tasks and changing priorities. - Must be Proficient in Microsoft Word and Excel and PowerPoint skills and be able to learn new system applications. - Bachelor's degree or college coursework highly desirable, but not required. - Professional certification: NASD Series 6, 63, and 65 required within 6 months. Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Equal Opportunity employers. The Standard requires a criminal background investigation, drug test, plus employment and education verification as a condition of employment. All employees of The Standard must be bondable. If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=508549-3-143 www.standard.com