Investment Operations Specialist - Admin & Board Support

RemX | The Workforce Experts; Knoxville (TN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Collaborative work environment

Competitive compensation package

Benefits offered

Job summary

A prominent recruitment firm is seeking an experienced Administrative & Operations Investment Specialist in Knoxville, Tennessee, to support a team of investment professionals with daily operations. The ideal candidate will have a Bachelor's Degree and significant experience in a financial services office. Responsibilities include client meeting preparations, managing schedules, and coordinating board meetings. This role offers an excellent culture, competitive compensation, and the opportunity to work with top professionals in the industry.

Qualifications

• Proven experience in a professional, financial services office setting handling administrative and operations duties.

Responsibilities

• Support relationship managers with client meeting preparations and follow through.
• Manage workflows, schedule meetings, prepare agendas, take minutes of meetings.
• Assist with reporting, document coordination, Docusign.
• Coordinate board and committee meetings, primary liaison for board members.
• Compile materials for meetings, make travel arrangements, assist with expense reports.

Skills

Strong system competence (CRM or other info systems)

MS Office proficiency

Strong communication skills (oral & written)

Attention to detail

Education

Bachelor's Degree

Job description

A prominent recruitment firm is seeking an experienced Administrative & Operations Investment Specialist in Knoxville, Tennessee, to support a team of investment professionals with daily operations. The ideal candidate will have a Bachelor's Degree and significant experience in a financial services office. Responsibilities include client meeting preparations, managing schedules, and coordinating board meetings. This role offers an excellent culture, competitive compensation, and the opportunity to work with top professionals in the industry.