Investment Specialist

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. #J-18808-Ljbffr RemX | The Workforce Experts