Job Description

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Accounting, Payroll and Finance > Investment Assistant

Salary National Average

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43060.0000 48810.0000 57730.0000

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Candidate Supply: 2 Job Openings: 4

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Short Description:

An Investment Assistant provides administrative and operational support to investment professionals, ensuring seamless execution of financial transactions and client services. They assist with preparing investment reports, managing client portfolios, and conducting basic research to support decision-making. This role involves maintaining client records, scheduling meetings, and ensuring compliance with financial regulations. An Investment Assistant plays a key role in enhancing client relationships and ensuring the efficiency of investment operations.

Duties / Responsibilities:

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective customers to present information and explain available services.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Prepare forms or agreements to complete sales.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
  • Evaluate costs and revenue of agreements to determine continued profitability.

Skills / Requirements / Qualifications

  • Active Listening: Giving full attention to what other people are saying, taking time to understand the points made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Economics and Accounting: Knowledge of economic and accounting principles, practices, financial markets, banking, and the analysis and reporting of financial data.
  • Law and Government: Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process
  • Mathematics: Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
  • Complex Problem Solving: Identifying complex problems and reviewing related information.

Job Zones

  • Education: Most of these occupations require a four-year bachelor's degree, but some do not.
  • Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. 
  • Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, or vocational training.
  • Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others.
  • Specific Vocational Preparation in years: (7.0 to < 8.0)

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