World Trend Financial is a great place to start or continue your career! We are a wealth management firm with offices in Cedar Rapids and Iowa City, Iowa. We provide forward-thinking ideas and strategies to help our clients, and their businesses, achieve their financial goals. In addition, our affiliation with the accounting and consulting firm Terry Lockridge & Dunn, give us a unique advantage: we combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of our client’s financial needs.
To be eligible for a World Trend Financial position, candidates must be authorized to work in the United States, have no bankruptcy or insolvency background within the last five years and have no convictions or criminal record. World Trend Financial is an equal opportunity employer, committed to developing an inclusive culture.
Opportunities at World Trend Financial:
Financial Associate - Cedar Rapids office
World Trend Financial is a full-service investment advisory firm. This position will be located in our Cedar Rapids office. The Financial Associate works with senior registered financial representatives to assist them with the processing and tracking of client paperwork; various monthly, quarterly, and semi-annual reports to clients and other communications. Knowledge of industry software such as Morningstar Office and Junxure is a plus.
Qualified candidates will have the following characteristics:
•Excellent skills in administrative/clerical support.
•Ability to multi-task and work well under pressure in order to meet deadlines.
•Project a professional company image through in-person and phone interaction.
•Highly motivated and well-organized.
•Good communication skills, work well in a team environment, and a self-starter needing little supervision.
•2-year degree preferred with five or more years of experience with a brokerage or investment firm.
How to apply:
Please indicate which position you are applying for and submit your resume and cover letter to World Trend Financial via email at HR@tld-inc.com.