Future Opening: Investment Services Coordinator
Fulltime • Newport Beach
Location
This position is based in our Newport Beach, California office.
This position is based in our Newport Beach, California office.
About Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury is the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury is the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024.
Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individual’s unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, we empower our people to have a real impact on their clients and the community.
Investment Services Coordinator at Canterbury Consulting
Duties and primary responsibilities:
· Collaborate closely with investment analysts to prepare performance reports and supplemental books for printing; accurately format and duplex the documents and insert tabs.
· Print all performance books and supplemental books on a timely basis based on the schedule prepared from CRM.
· Bind all performance reports and supplemental books for each client.
· Prepare UPS packages for all reports by pick up deadline; deliver packages to UPS directly when completed after pick up deadline.
· Ensure accuracy of delivery instructions, including correct number of reports mailed to specified recipients.
· Prepare and file consultant copies of reports within same timeframe as client copies.
· Meet deadlines for all client materials.
· Troubleshoot issues with printer and other equipment; coordinate maintenance on printer and binding machines as needed.
· Order supplies for printer.
· Maintain organized production room.
· Other duties as assigned.
Duties and primary responsibilities:
· Collaborate closely with investment analysts to prepare performance reports and supplemental books for printing; accurately format and duplex the documents and insert tabs.
· Print all performance books and supplemental books on a timely basis based on the schedule prepared from CRM.
· Bind all performance reports and supplemental books for each client.
· Prepare UPS packages for all reports by pick up deadline; deliver packages to UPS directly when completed after pick up deadline.
· Ensure accuracy of delivery instructions, including correct number of reports mailed to specified recipients.
· Prepare and file consultant copies of reports within same timeframe as client copies.
· Meet deadlines for all client materials.
· Troubleshoot issues with printer and other equipment; coordinate maintenance on printer and binding machines as needed.
· Order supplies for printer.
· Maintain organized production room.
· Other duties as assigned.
Qualifications:
· One year certificate from college or technical school; or three to five years related experience and/or training; or equivalent combination of education and experience.
· Strong oral communication skills to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
· Strong written communication skills to read and comprehend instructions, short correspondence, and memos.
· Working knowledge of Customer Relationship Manager systems; Spreadsheet software and Word Processing software.
· Ability to balance competing priorities and meet deadlines.
· One year certificate from college or technical school; or three to five years related experience and/or training; or equivalent combination of education and experience.
· Strong oral communication skills to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
· Strong written communication skills to read and comprehend instructions, short correspondence, and memos.
· Working knowledge of Customer Relationship Manager systems; Spreadsheet software and Word Processing software.
· Ability to balance competing priorities and meet deadlines.
At Canterbury, you’ll join our team of hard-working professionals. We work at a fast pace in a demanding environment but are committed to company culture and a work/life balance.
Benefits
· Benefits package includes: medical, dental, life, disability, and vision insurance
· 401k program with a company match
· Profit sharing plan
· 12 paid holidays and 17 days of paid time off the first year of employment
· Flexible schedule options
As an equal opportunity employer, Canterbury Consulting is committed to a diverse workforce.
Compensation: $23.00 - $25.00 per hour
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA with 65+ employees. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022, 2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management in 2023, 2022, 2021 and 2020.
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