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Investment Administrative Assistant Jobs in Texas

Sr Administrative Assistant - Cbre Investment Management
By CBRE Investment Management At Dallas, TX, United States
Types, formats, and produces documents such as proposals, presentations, correspondence, and standard reports.
May perform administrative duties specific to department such as, conducting research, updating databases, and preparing collateral materials for mass mailings.
Completes expense reports and handles reconciliation of receipts for a designated work group.
Responsible for opening, sorting, prioritizing and distributing inbound mail.
Administrative Assistant - Investment Bank
By Professional Staffing Group At Austin, TX, United States
Must possess strong written and verbal communication skills, including exceptional telephone management and the ability to write emails.
Coordinating travel arrangements, both domestic and international, through the company's travel agency with the help of the assigned managers.
Monitoring multiple calendars, and notifying managers as meetings occur according to their preferences.
2+ years of previous administrative experience supporting multiple executives.
Intermediate to advanced working knowledge of MS Word, Excel, and Outlook, Zoom required.
Preparing and processing monthly detailed expense reports through the Concur system.
Administrative Assistant - Investment Firm
By Fourth Floor At Dallas-Fort Worth Metroplex, United States
Strong attention to detail and excellent time management skills.
Strong previous experience supporting an executive team in a fast-moving, corporate environment
Managing busy executive schedules and calendars
Directing incoming calls and correspondence
Drafting correspondence and producing meeting materials and presentations
Processing expense reports and internal documents

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