Feedback   Contact Us
KSL Live! 
KSL Shows 
Apply Now
  • Posting Date Apr 15, 2013
  • Closing Date Apr 26, 2013
  • Contact Name Hiring Manager
  • Salary N/A
  • Category Banking & Finance
  • Location Salt Lake City, Utah
  • Job Type Full-time
  • Years of Experience N/A
  • Industry N/A
Ad Number 221571
Member Since: Dec 2011
Favorite of: 0 People
Page Views: 3 Views

Other Jobs in Salt Lake City, UT

Change Location »
or ZIP (has priority)

More jobs loading...

    Assistant Investment Specialist

    Integrated Financial Group Salt Lake City, UT | Posted Apr 15, 2013

    « Back to Listings

    Job Description

    ABOUT US We are a fee-based financial planning practice located in Salt Lake City, UT. Our clients are among the area???s most prestigious professionals and organizations. Our team is cohesive, collegial, fast-paced and professional. Together we provide our clients with an extraordinarily high level of service. A significant component of this service is our administrative support process and investment strategy implementation.

    Relocation costs may be covered.


    **This position has flexibility allowing for 28-40 hours per week** **Bonus Potential** ABOUT YOU You have a unique ability to organize and work quickly. You see the big picture of how retrieving information efficiently is critical to our practice. You are self-motivated and able to manage and follow through on projects with minimal supervision. You have top notch Microsoft Office skills and have a basic understanding of the finance industry. You have great organizational skills, can multi-task, and maintain confidentiality. Must be energetic and enjoy a fast-paced environment. JOB RESPONSIBILITIES -- Assist Investment Specialist with new and existing business task -- Work with Investment Specialist to process and track client service requests (such as address, distribution, custodian, and registration changes) -- Help maintain and update proprietary reports and client databases -- Prepare paperwork and generate proposals for client meetings -- Generate Morningstar?? reports -- Understand and become proficient in eMoney, CRM, Omni-Source -- Provide administrative support to advisors and staff -- Maintain the organization of all physical and electronic files -- Create new client files and labels -- Process incoming and outgoing correspondence -- Scan and store digital files -- Assist with other office duties as needed -- Use Microsoft Word, Excel, and PowerPoint

    Additional Information

    Please email your resume and cover letter to or fax it to (801) 993-0551.

    **This position has flexibility allowing for 28-40 hours per week**

    **Bonus Potential**

    Apply Now
    « Back to Listings More Jobs From This Employer »
    Loading More Jobs From This Employer...
    Site Index











    Advertise with KSL

    Other Resources



    Sister Sites

    KSL's public inspection files, including the Children's Television Programming Reports and the DTV Quarterly Activity Station Report, are available for viewing during regular office hours at the KSL Broadcast House.
    © 2011 | KSL Broadcasting Salt Lake City UT | Site hosted & managed by Deseret Digital Media - a Deseret Media Company