Financial Associate

Terry Lockridge & Dunn/World Trend Financial

Financial Associate for World Trend Financial

Do you have professional client service skills?

Do you enjoy working for a growing company? 

Do you pay attention to details and take pride in your work?

If so, we would like to hear from you! 

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. 

Check out our website at: to learn more about our company! We are an equal opportunity employer, committed to developing an inclusive culture.

Interested candidates, p[ease submit your resume and cover letter to

Location - Cedar Rapids, IA 






Application Instructions:

Please email your resume and cover letter to

Applying for:

Financial Associate

Terry Lockridge & Dunn/World Trend Financial

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Job ID: 69755

Posted 14 days ago

Share This Job