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.