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Investment Administrative Assistant Jobs in Iowa

Administrative Assistant, Investment Banking
By D.A. Davidson At , Chicago $31.25 - $36.00 an hour
General office management, including ordering supplies, handling maintenance calls, and greeting visitors;
Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.;
Internal document management and distribution of confidential client information as part of client engagement process;
Excellent organizational skills and the ability to work under pressure with diverse workloads.
Strong written and verbal communications skills, strong interpersonal skills.
Strong working knowledge of MS Office, specifically Word, Excel and PowerPoint.

Are you looking for an exciting opportunity to use your administrative skills to help drive investments? We are looking for an Investment Administrative Assistant to join our team and help us manage our investments. You will be responsible for providing administrative support to our investment team, including preparing documents, tracking investments, and providing customer service. If you are a detail-oriented individual with excellent organizational skills, this could be the perfect job for you!

Overview The Investment Administrative Assistant is responsible for providing administrative support to the Investment team. This includes providing administrative assistance to the Investment team, managing the investment portfolio, and providing customer service to clients. Detailed Job Description

The Investment Administrative Assistant is responsible for providing administrative support to the Investment team. This includes providing administrative assistance to the Investment team, managing the investment portfolio, and providing customer service to clients. The Investment Administrative Assistant will be responsible for the following duties:

• Manage the investment portfolio, including tracking investments, monitoring performance, and making recommendations for changes.
• Prepare reports and presentations for the Investment team.
• Assist with the preparation of investment proposals and presentations.
• Maintain client records and ensure accuracy of data.
• Provide customer service to clients, including answering questions and resolving issues.
• Assist with the preparation of financial statements and other documents.
• Assist with the preparation of investment reports and presentations.
• Assist with the preparation of regulatory filings.
• Assist with the preparation of investment proposals and presentations.
• Assist with the preparation of investment research.
• Assist with the preparation of investment strategies.
Job Skills Required
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Excellent organizational and communication skills.
• Ability to work independently and as part of a team.
• Ability to manage multiple tasks and prioritize work.
• Proficiency in Microsoft Office Suite.
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field.
• At least two years of experience in an administrative role.
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Excellent organizational and communication skills.
Job Knowledge
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Knowledge of regulatory requirements.
Job Experience
• At least two years of experience in an administrative role.
• Experience in the financial services industry.
Job Responsibilities
• Manage the investment portfolio, including tracking investments, monitoring performance, and making recommendations for changes.
• Prepare reports and presentations for the Investment team.
• Assist with the preparation of investment proposals and presentations.
• Maintain client records