Investment & Retirement Specialist - Growth & Reporting

The Bank of Missouri; Columbia Township (MO); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Personal paid time off

401K and Employee Stock Option Plan

Generous medical, dental, vision, life and disability insurance

Fitness reimbursement

Learning, development and growth opportunities

Job summary

A regional financial institution in Columbia Township is seeking an Administrative/Investment Assistant to support various clerical tasks and research initiatives. The role offers an opportunity to develop skills in finance while assisting departmental operations. Candidates with a two-year degree in finance or business are preferred. The position includes competitive benefits and a chance to grow within the organization.

Qualifications

• Ability to perform essential duties satisfactorily.
• Knowledge of finance, business or accounting is preferable.

Responsibilities

• Conduct research and prepare reports.
• Handle information requests and clerical functions.
• Complete daily settlements and maintain operations reports.
• Prepare compliance reports and maintain client-related documents.

Skills

Computer literacy

Microsoft Office Suite

Education

Two-year degree in finance, business or accounting

Job description

A regional financial institution in Columbia Township is seeking an Administrative/Investment Assistant to support various clerical tasks and research initiatives. The role offers an opportunity to develop skills in finance while assisting departmental operations. Candidates with a two-year degree in finance or business are preferred. The position includes competitive benefits and a chance to grow within the organization.