Investment Administrator

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit IntegrityMarketing.com.

Join the Wealth Management Team today!

We are looking for someone who has a passion to provide excellent customer service to our advisors. If you are detail oriented and a hands-on learner, this position would be a great fit for you.  

Our Company

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products with an intense focus on data and technology. We are an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead. Headquartered in Dallas, Texas, Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.

Wealth Management, now a partner with Integrity, has been around for about 17 years and our business and staff continues to grow. We are located in Norfolk, NE, but we service advisors nationally. We believe your role in the Firm should lead to personal growth and opportunity for advancement. We welcome you to apply regardless of your current knowledge of the wealth management industry!

Wealth Management- Investment Administrator

Essential Duties and Responsibilities:

• Perform the setup of all new accounts
• Confirm all pending check deposits to ensure prompt processing at each custodian
• Process daily downloads with custodians and software
• Assist in production of quarterly statements for all advisors and/or companies
• Coordinate with other team members in the department to ensure daily deadlines are met
• Problem solve all issues to speed processes
• We want a team-oriented person willing to learn and able to communicate with our team and clients.

Qualifications:

• Self-motivated with the ability to multi-task and prioritize tasks
• Pay great attention to detail and accuracy
• Team player – must strive to be a collaborative, valued member of the team

• Able to meet deadlines and keep track of multiple assignments/projects
• Strong interpersonal skills with an aptitude for clear articulation in both speaking and writing
• Exceptional problem resolution skills
• Proficient in Microsoft Excel and Word

Benefits include, but are not limited to:

• Health Insurance
• Dental and Vision Insurance
• Life Insurance
• Short- and Long-Term Disability Insurance
• Retirement Plan
• Paid Time Off and Paid Holidays
• Relaxed Dress Code
• Employee Ownership Program 
• Opportunity for Growth

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily.

Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Integrity Marketing Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities