Listing Info

A leading financial company located in downtown Chicago seeks an Investment Assistant to join their team!

Responsibilities Of The Investment Assistant

• Monitor and update portfolio data
• Execute trades with brokers and run trading programs based on requests
• Maintain portfolios and generate trade affirmations
• Maintain marketing materials and assemble marketing presentations
• Archive client statements and do annual mailings
• Maintain company calendar and organize travel arrangements
• Answer main phone line and order office supplies
• Assist with other various projects when necessary

Requirements Of The Investment Assistant

• Bachelors degree is required
• Must have at least 1-3 years of experience in an administrative or accounting role
• Proficiency in Microsoft Office Suites
• Must have strong organization and communication skills
• Must have an eye for detail and be able to complete tasks from start to finish