RemX | The Workforce Experts ยท 1 day ago
Operational Specialist
Knoxville, TN
Full-time
Onsite
Mid LevelRemX Recruiting is representing a corporate client in West Knoxville seeking an experienced professional in the investment/wealth management industry. The role involves supporting a small team of investment professionals with their day-to-day operations and administrative tasks.
Information TechnologyStaffing Agency
Hiring Manager
Karen Collins
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
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
Preferred
Bachelor's Degree strongly preferred
Company
RemX | The Workforce Experts
RemX is the professional staffing division of EmployBridge, a $3 billion staffing organization with more than 600 offices in the U.S. and Canada.
Founded in 2002
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase