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Utah Retirement Systems · 15 hours ago

Investment Administrative Assistant

Salt Lake City, UT

Full-time

Onsite

Entry Level

3+ years exp

Utah Retirement Systems serves public employees in Utah with retirement and insurance benefits. The Investment Administrative Assistant performs a variety of administrative duties for the Investments Department, providing support, coordinating travel, and managing schedules.

Financial ServicesInsuranceRetirement

Growth Opportunities

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

Qualification

Microsoft Office SuiteAdministrative methodsFinance industry experienceRecord keepingMulti-taskingCommunicationProblem-solvingConfidentialityTeamwork

Required

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

Excellent Communication Skills

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