Investment & Data Specialist
Company: USI Insurance Services
Location: Knoxville
Posted on: June 8, 2021
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Job Description:
This position is responsible for maintaining clerical,
administrative and operations support primarily to the Investment
Strategies Department. Responsibilities: 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 100 Summit Lake Drive, Suite 400, Valhalla, NY 10595
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
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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