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Investment & Tax Coordinator
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Full-time
- At Midwest Financial Partners (MFP), we help our Clients gain confidence by creating plans to protect families and businesses in the face of life-changing events, and by helping to build opportunities for future generations.
- You are not expected to be an expert in tax preparation or investment operations.
- This Role will be a hybrid position, allowing you to work remotely 75% of the time, but expectations are that the first year of employment will be in person for training purposes.
- Collaborate with Clients, Financial Advisors, and Financial Institutions to move and invest money, provide client service, and process client workflow needs as directed.
- Coordinate Client, banks, and MFP vendors to move cash in and out of MFP accounts.
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