Investment Administrative Assistant

Utah Retirement Systems • Salt Lake City, UT

1d

About The Position

Performs a variety of administrative duties for the Investments Department.

Requirements

• High school diploma and three (3) years of experience with administrative methods, processes, and procedures; or an equivalent combination of education and experience.
• Microsoft Office Suite.
• Various programs to produce or compose formal documents, reports, and records.
• Various types of standard office equipment.
• Communicate effectively, verbally and in writing.
• Follow written and verbal instructions.
• Solve problems.
• Establish and maintain comprehensive records and files.
• Exercise initiative, independent judgment, and act resourcefully under varying conditions.
• Maintain strict confidentiality related to sensitive administrative information.
• Develop effective working relationships.
• Remember details.
• Work well in a team environment as well as independently.
• Multi-task by handling a variety of duties in a timely and efficient manner.
• Follow through with assignments.
• Deal effectively with stress caused by workload and deadlines.
• As a requirement of this position, the employee may be required to submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee’s control and direction, or under the control and direction of the employee’s spouse.

Nice To Haves

• Experience in the finance industry is preferred.

Responsibilities

• Provides administrative support to the Investments Department team.
• Coordinates with the Corporate Travel Coordinator to schedule travel for Investments Department staff. Arranges trip logistics, due diligence meetings with managers, and asset visits; prepares travel and reimbursement requests, creates itineraries, monitors trip reports; tracks upcoming travel obligations by asset class.
• Greets clients, answers incoming phone calls, takes messages, and provides information to callers.
• Sorts and distributes incoming mail; prepares outgoing deliveries.
• Maintains contact data in the Customer Relationship Management system for department staff.
• Schedules maintenance and service on office machines.
• Plans and coordinates in office and offsite events.
• Manages scheduling and calendaring for the department staff.
• Assists with managing Outlook inboxes as requested and follows up on actionable items as appropriate.
• Takes Staff Meeting notes and Investment Committee Meeting Minutes as required.
• Scans and inputs notes/reports into systems as directed by members of the Investments team.
• Maintains the Investments Department filing systems.
• Maintains regular and reliable attendance.
• Maintains strict confidentiality.
• Performs other related duties as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees