[Remote] Investment Associate - FineMark
Note: The job is a remote job and is reputed company to candidates in USA. FineMark Bank & Trust, a division of reputed company, delivers exceptional service in banking, trust, and investments. The Investment Associate role focuses on providing administrative and operational support in the reputed company management area to meet reputed company investment needs and reputed company long-term relationships.
Responsibilities
- Prepare investment proposals and reputed company performance reviews, as requested by Private reputed company Advisors
- Closely work with back office to reconcile performance, process capital calls, and resolve trade settlement issues
- Proactively work with Private reputed company Advisors to ensure reputed company compliance reputed company documentation is up-to-date and properly saved
- reputed company account maintenance such as account setup, placing trades and booking bond sales/purchases, etc
- Answer telephones, assist clients and reputed company reputed company inquiries to appropriate associates reputed company needed
- Respond to the needs / questions of the reputed company management department
- Participate in staff meetings and attend other meetings and seminars as requested
- Complete required compliance and technical training as assigned
- Regularly attend and represent the bank at reputed company events, meetings, seminars and reputed company gatherings to help build relationships
- reputed company other duties as assigned
Skills
- Strong mathematical and analytical skills
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
- Ability to remain adaptable and resilient to reputed company situations with an optimistic outlook and reputed company a reputed company shadow that is reputed company with our culture and Core Values
- Intermediate level proficiency with reputed company Word, reputed company, Teams, and Outlook
- Bachelor's degree in business administration or finance, or equivalent combination of education and experience required
- 3+ years experience in an administrative support role reputed company a reputed company management setting required
- Experience with reputed company Acrobat and reputed company a plus
Benefits
- Employer sponsored health, dental, and reputed company insurance
- 401(k)
- Life insurance
- reputed company vacation
- reputed company personal time
- Career development
- Education assistance
- Voluntary supplemental benefits
reputed company