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GENERAL PURPOSE OF POSITION:
The Investment Portfolio Specialist will be responsible for delivering excellent service to both internal and external clients and will provide assistance to the Investment Relationship Manager. The Investment Portfolio Specialist is responsible for supporting a portfolio of business and actively soliciting and servicing prospective and current clients to grow the Fund’s investment program.
ESSENTIAL RESPONSIBILITIES:
- Research and respond to routine to moderately complex inquiries from customers via phone, letter, e-mail or online chat.
- Maintain client relationships, with the objective of not only retaining clients but growing relationships as well.
- Actively solicit potential investment clients utilizing the Fund’s integrated data within Salesforce.
- Assist the CEO in preparing for client meetings by identifying investment opportunities.
- Prepare investment activity reports for management and the board of directors as needed.
- Support the Investment Relationship Manager in daily activities including but not limited to the opening and renewing of investment accounts, the mailing of demand/term notes to investors, issuance of maturity and renewal notices, approve and process withdrawals and closeouts from investment accounts.
- Assist in maintaining accurate and orderly records and files including but not limited to, scanning and uploading all investment documents to the appropriate files.
- Assist in the generation and mailing of semi-annual investment statements as well as the generation and upload of monthly investment statements.
- Compile and mail new investor packets, Kids Club packets and birthday cards for the Fund’s clients.
- Support the Accountant as needed.
- Assist the CFO as backup administrator of the Fund’s operating system(s) and create ad hoc reporting as requested.
- Other duties as assigned.
Job Type: Full-time