Performance Teams Administrative Assistant

Job summary
Support Investment Services and RetireAdvisers teamsMaintain accurate data and generate reportsAssist with client inquiries, transactions, and meetings
Job seniority: associate level
Responsibilities
• Support Investment Services and RetireAdvisers teams• Maintain accurate data• Generate reports• Draft meeting minutes for the Investment Committee• Run investment reports on monthly and quarterly basis• Collect and organize data for annual performance study• Process client inquiries and transactions• Assist with preparations for client meetings• Entering asset values• Collecting and entering participant data
Requirements
• High School Diploma or GED• 3+ years of work-related experience preferred
Key Skills Needed
• Effective written communication• Attention to detail• Organization and planning