Investment Department Administrative Assistant

Texas Methodist Foundation • Austin, TX

3d

About The Position

The Investment Department Administrative Assistant provides essential operational and administrative support to ensure efficient daily functions of the investment team. This role serves as a key point of contact for investor communications, account maintenance, and system updates across Texas Methodist Foundation (TMF) and Wesleyan Impact Partners (WI) product lines.

Requirements

• Strong administrative and organizational skills with high attention to detail
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Professional communication skills, both written and verbal
• Proficiency with financial systems, databases, and standard office software

Nice To Haves

• Experience supporting investment, financial services, or operations teams preferred
• Strong mathematical skills
• Series 63

Responsibilities

• Support the phone team by handling inbound calls for both TMF and WI lines with professionalism and accuracy
• Assist with investor statements, including preparation and support on mailing days
• Process and mail TMF and WI renewal notices to investors
• Respond to online inquiries for both TMF and WI product lines
• Maintain and update the online portal registry for TMF and WI accounts
• Complete SF entries and perform SF updates on a daily basis, including Account Profile Change forms
• Process Account Profile change forms in a timely and accurate manner
• Prepare and distribute WI maturity letters
• Assist with Investment Team Pipeline Management activities
• Enter and maintain account-level data within iPhi and Jack Henry systems

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed