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Investment Administrative Assitant

Job Type : Temp/Contract to Direct
Reference Code : CHM
Compensation : open - 38,000- 44,000
Hours : Full Time
Required Years of Experience : 2 years
Required Education : 4 year degree preferred
Travel : No
Relocation : No
Industry : Financial Services

Job Description :

Finance Administrative Assistant


This role is for an administrative support professional with 2-10 years of experience, investment exposure, Series 7 license would be a huge plus but it is not required

  • This role will provide executive support to the company president including calendar management, expenses, email management, meeting preparation, client relations and more.

  • Supports the investment teams of financial advisors with a variety of activities including client support, administrative support, research and investment updates.

  • Prepare reports and financial data

  • Track sales progress

  • Field telephone calls, receiving and directing visitors

  • Troubleshoot minor technical and service issues

  • Schedule appointments and maintain calendar

  • Communicate with members/clients in a positive manner both in person and/or by telephone

  • Practice high quality service standards in all interactions with clients, prospective clients and personnel in other departments within the credit union.

  • Prepare client letters and other written communication as requested by the Program Manager and Financial Advisors.

  • Respond to client request issues regarding client accounts when appropriate, and forward all other issues to the Financial Advisor(s) for their response.

  • Administrative duties include, but are not limited to: filing, scanning, answering phones, processing account paperwork



Required Qualifications :

The following experience is helpful:

  • 2+ years in financial services industry

  • Project coordination experience

  • Flexibility, excellent interpersonal skills

  • Ability to work well with all levels of internal management and staff, as well as outside clients and vendors

  • Strong computer and organizational skills


Administrative Writing Skills, Telephone Skills, Meeting Planning, Reporting Skills, Scheduling, Professionalism, Attention to Detail, Organization, Dependability, Microsoft Office Skills



Salary: $38,000.00 to $45,000.00 /year




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