Remx · 2 days ago
Business Operations Specialist
RemX is representing a corporate client in West Knoxville seeking an experienced Business Operations Specialist in the investment/wealth management industry. This role will support a small team of investment professionals with their day-to-day operations.
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Responsibilities
Support relationship managers with client meeting preparations & follow through
Manage work flows, schedule meetings, prepare agendas, take minutes of meetings, etc
Manage & update data in CRM software
Assist with reporting, document coordination, Docusign, etc
Coordinate board & committee meetings, primary liaison for board members
Compile all materials for meetings, make travel arrangements, assist with expense reports, etc
Qualification
Required
Bachelor's Degree strongly preferred
Proven experience in a professional, financial services office setting handling administrative, operations & other financial/ trust support duties
Strong system competence (e.g. CRM or other info systems) & MS Office proficiency
Strong communication skills (oral & written) as this role will interact closely with clients/board members
Strong attention to detail
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid parental leave
Paid time off
Professional development assistance
Relocation assistance
Retirement plan
Tuition reimbursement
Vision insurance