Careers See Openings Below Berthel Fisher Companies (BFC) is a national financial services firm which supports four unique companies designed to provide investment management and financial products and services to independent financial professionals and their clients. Please check back often for new opportunities to join the Berthel Family. Or send a cover letter and resume to humanresources@berthel.com Berthel Fisher offers comprehensive benefits including: Health, dental and vision insurance Paid time off 401k Program Short term and long-term disability coverage Life Insurance On site fitness center We offer a great working environment in a beautiful and professional office location. This is your opportunity to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on improving our client’s lives. Technology Support Associate We have the opportunity for a professional individual to assume the role of Technology Support Associate. The primary job responsibilities for the Technology Support Associate include: Providing excellent customer service while providing technical assistance to clients in person, via telephone or through remote assistance software Providing support for third party vendor applications, systems software, local area network (LAN) connection, computer hardware (servers, printers, etc.), and commercial software packages Willingness to learn the functions and operations of new products, systems, and equipment Works effectively in a team environment, while also demonstrating the ability to work independently Continuously striving for processes improvement in order to decrease turnaround time, streamline work flow and improve the overall quality of service The associate uses a variety of diagnostic software tools, reference manuals, vendors, and on-the-job experience to solve problems and provide "how-to" instructions. Ideal candidates will have BA degree, preferably in Computer Science, or equivalent experience. Must have excellent written and verbal communication skills, excellent organizational and customer service skills, and strong attention to detail. If you are interested in this opportunity, please send your cover letter, resume, and salary requirements to humanresources@berthel.com. Anti-Money Laundering and Project Coordinator We have the opportunity for a professional individual to assume the role of Anti-Money Laundering and Project Coordinator. The primary responsibilities include, but are not limited to: Development, implementation, and administration of the Company’s Anti-Money Laundering program Coordination of projects including assigning tasks, setting deadlines, following up with project members and providing status updates to management Ensure written policies and procedures are reviewed and updated as needed due to changes and/or regulatory requirements Participation in the development and execution of the annual compliance questionnaire for financial professionals and sales assistants Desired candidates will present themselves professionally and have excellent written and oral communication skills. Candidate must have excellent problem solving, attention to detail and organizational skills and must be able to manage multiple projects/tasks simultaneously. Candidate must be proficient in word processing, database, spreadsheet, e-mail, and web-based software. Previous experience in financial services required. Previous experience in an Anti-Money Laundering role preferred. CAMS Certification highly desirable, must be willing to obtain. If you are interested in this opportunity, please send your cover letter, resume, and salary requirements to humanresources@berthel.com. Operations Specialist We have the opportunity for a professional individual to assume the role of Operations Specialist. This position is responsible for opening and maintaining all accounts on the clearing firm platform in accordance with the firm’s policies and procedures. The primary responsibilities include, but are not limited to: Set up/data of entry new accounts in various systems with great attention to detail insuring that appropriate features such as check writing, beneficiaries and fee schedules are included. Update accounts as needed for address changes, additional features, changes to beneficiaries etc. Research and process Customer Identification Program (CIP) requirements Cross train to be functional in other Operations Specialist functions The ideal candidate has excellent data entry skills, is accurate and timely, and will work well in a team environment where excellent communication skills and a continual focus on customer service are essential. Required skills also include strong time management and attention to detail, as well as the ability to multitask with numerous operational processes and multiple data input platforms. Candidate must be proficient in word processing, database, spreadsheet, e-mail, and web-based software. Previous experience in the banking, insurance and/or securities business is helpful, but not required. If you are interested in this opportunity, please send your cover letter, resume, and salary requirements to humanresources@berthel.com. Contact Office: 319.447.5700 Toll-Free: 800.356.5234 Fax: 319.447.4250 4201 42nd Street NE Suite 100 Cedar Rapids, IA 52402-0609 independence@berthel.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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