Investment Sales Administrator Job Overview

Dynamic, boutique, Buffalo-area investment firm has immediate opening for an Investment Sales Administrator.

General Summary:

Prepare documents required to open client accounts, process client requests and verify account set-up. Enter information into client database software. Scan and index account documents in electronic document management system. Perform other administrative duties and projects as assigned by manager.

Principal duties and responsibilities:

• Prepare completed new account documents
• Work with new client account set-up in regards to banking and investment transactions
• Process varied client requests including check/wire distribution requests, account changes, transfers, deposits, etc. Complete associated paperwork and record as needed. Maintain pending items file to verify accurate completion.
• Prepare various monthly summary reports on review meetings and appointments.
• Participate in weekly Client Service Manager meetings.
• Perform various administrative duties, including faxing, copying, scanning and filing.

Knowledge skills and responsibilities:

• Bachelor`s degree in related field preferred
• Experience in the investment industry strongly preferred
• Strong PC skills
• Must be well organized, detail oriented, able to perform multiple tasks, meet deadlines, take direction, work with all personalities and possess good verbal and written communication skills.

Education:
University - Bachelor`s Degree/3-4 Year Degree