Job Description

MV Financial is a Registered Investment Advisory firm with 3 main areas of focus: private client wealth management, employee health and welfare benefits, and corporate retirement plan benefits.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with the employee benefits team and will have the opportunity to learn about employee benefits, investment management, strategies and operations. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following.

• Assist with all aspects of annual client group insurance benefits renewals, new client implementation, and day-to-day operational issues, including claims and billing resolutions.
• Serve as the primary point of contact for employers and employees for insurance enrollments and termination requests.
• Serve as the liaison with insurance carriers and plan administrators to investigate, address and resolve disputes and discrepancies.
• Assist with the completion of investment trades within client accounts.
• Work with various programs excel, word, commissions tracking software, customer relationship manager (CRM) systems and more.
• Trade blotters (a system of tracking daily market trades made)

This individual would work as a salaried employee, with compensation based on experience and other criteria. We also provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.