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Investment & Data Specialist

Company: USI Insurance Services
Location: Knoxville
Posted on: June 8, 2021

Job Description:

This position is responsible for maintaining clerical, administrative and operations support primarily to the Investment Strategies Department.


Responsible for processing and recording mutual fund trading.

Maintain complete and accurate list of clients, including, but not limited to contact information for all Defined Benefit and Defined Contribution clients.

Responsible for organization of all hardcopy storage files, both onsite and offsite

Responsible for coordinating all new business paperwork, including advisory contracts, trust and brokerage documentation

Assist USIA Chief Compliance Officer and Team Leader with all necessary compliance documents, registration updates, etc.

Responsible for completing Annual Disclosure mailing and maintaining accurate records

Review Defined Benefit client accounts weekly for contributions, cash positions, etc.

Produce quarterly investment reviews.

Complete mailings, faxing, copying, and special projects upon request Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.

Maintain database to track most often used mutual funds.

Liaise with fund managers and network with industry professionals.

Set-up and maintain filing system for Central Region Direct Solutions and other type Clients usage of mutual fund families :

o dollar amount of assets under management

o description of fund families strengths and weaknesses

o dollar amount of assets sold by Regional USI Consulting Group office

o contact personnel for various data needs and corporate location

Prepare reports for client meetings.

Maintain and Update Power Point Presentations.

Generate Target Date Fund Comparison Reports.

Generate Industry Retirement Plan Comparison Reports.

Assist with the conductance of employee meetings, as required.

Knowledge, Skills and Abilities:

Associates degree or equivalent work experience in retirement or brokerage industry

Strong computer skills with knowledge of Microsoft Excel, Word, and PowerPoint, experience with investment related software a plus

Detailed, well organized, and ability to multi-task

Ability to work well within a team environment

Effective communicator and strong interpersonal skills

Interested in hearing about other USI Career Opportunities?

EEO is The Law - click here for more information
Notice to 3rd Party Recruiters We endeavor to make this site accessible to any and all users. If you would like to contact us, please email ...@usi.com

100 Summit Lake Drive, Suite 400, Valhalla, NY 10595

Associated topics: broker, brokerage, capital, commodities, dow jones, ira, nasdaq, risk, securities broker, sell

Keywords: USI Insurance Services, Tuscaloosa , Investment & Data Specialist, Other , Knoxville, Alabama

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