Investment Specialist

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.
• Experience in a professional financial services office handling administrative/operations duties.
• Strong system competence with CRM and MS Office proficiency.

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

Tools

CRM

MS Office

Job description

RemX Recruiting is representing a corporate client in West Knoxville searching for an experienced professional in the investment/wealth management industry. The position of Administrative & Operations Investment Specialist will support a small team of investment professionals in their day-to-day operations.

What background are we seeking?

• Bachelor's Degree strongly preferred
• Proven experience in a professional, financial services office setting handling administrative, operations & other financial trust support duties
• Strong system competence (e.g., CRM or other info systems) & MS Office proficiency
• Strong communication skills (oral & written) as this role will interact closely with clients/board members
• Strong attention to detail

What you will do in this role:

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

Why this company?

• One of the premier employers in Knoxville with best culture, compensation package & benefits offered!
• Opportunity to work with top investment/trust professionals in the industry & handle key responsibilities for the team/company
• Collaborative, engaging work environment
• Work directly with stakeholders & key decision makers

If you are ready for a change in the new year and want to learn more, apply today so our recruiters can contact you for an interview.