Investment Support Specialist

Us Bank; San Francisco (CA); On-site; USD 39,000 - 51,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Parental leave

Job summary

U.S. Bank seeks an Investment Relationship Assistant to support Investment Relationship Managers with sales, processing, and administrative tasks. You’ll prepare investment proposals, manage correspondence, and keep client files organized to comply with record-keeping policies.

You’ll also assist in business development, coordinate meetings, and help execute marketing campaigns across teams in Pacific Standard Time. A strong emphasis on regulatory awareness and client service is essential.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years of investment industry experience is preferred.
• FINRA SIE and Series 7/63/65 or 66 licenses and life/health/disability licenses are expected.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Assist in business development, meetings with prospects, and campaign planning.
• Maintain client files, organize paper flow, and support across Pacific Standard Time teams.

Skills

Investment industry exp

Regulatory knowledge

Relationship building

Communication skills

Time zone coordination

Education

High school diploma

Bachelor's degree preferred

Job description

U.S. Bank seeks an Investment Relationship Assistant to support Investment Relationship Managers with sales, processing, and administrative tasks. You’ll prepare investment proposals, manage correspondence, and keep client files organized to comply with record-keeping policies.

You’ll also assist in business development, coordinate meetings, and help execute marketing campaigns across teams in Pacific Standard Time. A strong emphasis on regulatory awareness and client service is essential.