Investment Associate

Job Duties

• Scheduling and Calendar management for multiple team members
• Committed to providing high degree of customer service and support
• Provide written and oral communication with clients in a confidential manner.

Desired Skills

• High Degree of Comfort Managing and Prioritizing Multiple Tasks
• Communicate and Collaborate with Clients and Co-worker Effectively in a Professional Setting
• Committed to Providing Exceptional Customer Service
• Excellent Written and Oral Communications – Handle Confidential Information Responsibly
• Proficient in Microsoft Office and Client Relationship Management Applications
• Scheduling and Calendar Management for Multiple Team Members
• Detail Orientated, Work Independently

Education/Experience Requirements

• High School Education and 2 years in a financial services environment

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)