Investment Specialist - Knoxville

Only for registered members Knoxville, United States

1 month ago

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Job summary

We are seeking a highly motivated administrative and operations investment specialist to support a small team of investment professionals in their day-to-day operations.

Qualifications

  • Bachelor's Degree strongly preferred
  • Proven experience in a professional financial services office setting handling administrative operational & other financial/trust support duties
  • Strong system competence e.g. CRM or other info systems & MS Office proficiency
  • Strong communication skills oral & written as this role will interact closely with clients/board members
  • Strong attention to detail

  • SUPPORT RELATIONSHIP MANAGERS WITH CLIENT MEETING PREPARATIONS FOLLOW THROUGH
    MANAGE WORK FLOWS SCHEDULE MEETINGS PREPARE AGENDAS TAKE MINUTES OF MEETINGS ETC
    MANAGE UPDATE DATA IN CRM SOFTWARE
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