Investments Department Support Manager

Summary

The FBIP Department Support Manager will be a main point of contact for the Investments team with various initiatives including being a liaison between the team and corporate partners. This role will manage projects and other critical tasks.

• Fostering company partner relationships and be a primary contact within the investment division and other company partners.
• Create and distribute monthly and quarterly financial reports including but not limited to AUM, production revenue and investment referral tracking.
• Maintain and develop P&L data and reports by working with the Finance and Accounting departments.
• Support the hiring process by managing the new hire and onboarding process for new Investment team members but working with the HR team and coordinating documents with both the new hire and management.
• Organizing team meetings as well as larger department events.
• Responsibilities include developing current procedures and establishing new practices to support the ongoing growth of the investment division.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school degree GED required.
• College degree preferred but not required.
• 3+ years of experience supporting a sales team or organization with focus on coordinating reports and overall documentation.

• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
• Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.