Investment Specialist jobs in Indiana

Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Client Service Specialist
  • Choice Investment Services
  • Evansville, IN FULL_TIME
  • This job involves a combination of client-facing duties, administrative tasks, and compliance-related responsibilities, requiring extreme attention to detail, strong communication skills, and the ability to multitask effectively. A qualified candidate should be able to quickly learn new tasks, improve processes and be efficient with Microsoft Office products.

    Client Service:

    • Answering incoming phone calls.
    • Providing responses, via phone call or email, to client inquiries within the boundaries of your training and licensing.
    • Aiding in the preparation of client reviews, which may involve gathering necessary information or documents.
    • Assisting in client presentations, potentially by preparing materials or coordinating logistics.
    • Completing various forms such as applications and client intake forms, ensuring accuracy and completeness.

    Administration and Compliance:

    • Performing daily compliance tasks to ensure adherence to regulations and company policies.
    • Handling incoming and outgoing correspondence, including emails, letters, and other forms of communication.
    • Updating client profile information in the system, maintaining accuracy and confidentiality.
    • Supporting Customer Relationship Management (CRM) activities as instructed, which may include data entry or reporting tasks.
    • Carrying out other responsibilities as assigned or needed, which could encompass a wide range of tasks depending on business needs.

    Required Skills and/or Abilities:

    • Excellent verbal and written communication skills.
    • Excellent interpersonal and customer service skills.
    • Proficient in Microsoft Office Suite or related software.
    • Excellent organizational skills and attention to detail.
    • Ability to work independently and with a small team.
    • The ideal candidate should be honest, hard-working, ethical, and have an optimistic outlook.

    Experience:

    • Experience in the securities industry may provide insights into additional tasks that could arise, such as market research, investment analysis, or portfolio management support.
    • Experience with client data management systems and CRMs tailored for investment firms.
    • A Series 7 and Series 66 is preferred, but not required.
    • Pay is negotiable based on experience.

    Job Type: Full-time

    Pay: $40,500.00 - $52,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off
    • Professional development assistance
    • Vision insurance

    Schedule:

    • Monday to Friday

    Experience:

    • Investment: 2 years (Preferred)

    License/Certification:

    • Series 65 or 66 (Preferred)

    Ability to Relocate:

    • Evansville, IN 47708: Relocate before starting work (Required)

    Work Location: In person

  • 16 Days Ago

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Investment Portfolio Specialist
  • Reynolds Wealth Management
  • Fort Wayne, IN FULL_TIME
  • Reynolds Wealth Management, a rapidly growing wealth management practice, is seeking an experienced Investment Portfolio Specialist with strong mathematical aptitude to manage create and maintain mode...
  • 12 Days Ago

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Primary Care Physician opening in Northwest Indiana
  • Physician&Advanced Practice Specialist-GoStaffing
  • , IN FULL_TIME
  • A Well-respected group in Northwest Indiana has an opening for Primary Care Physicians! Must be BC/BE Family or Internal Medicine Physician Employed Position 30 mins from downtown Chicago Mon-Fri 8-5;...
  • 20 Days Ago

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Part-time Inpatient PMHNP opening in North West Indiana
  • Physician&Advanced Practice Specialist-GoStaffing
  • , IN PART_TIME
  • A great group In Northwest Indiana has an opening for a weekend part-time PMHNP for their inpatient unit. Inpatient setting Must be Board Certified PMHNP Must have experience as a PMHNP to apply Frida...
  • 3 Days Ago

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Outpatient Orthopedic NP/PA opportunity in Northwest Indiana
  • Physician&Advanced Practice Specialist-GoStaffing
  • , IN FULL_TIME
  • Outpatient Orthopedic Nurse Practitioner or Physician Assistant opportunity in Northwestern Indiana just an hour SE of Chicago. Board Certified Nurse Practitioner (NP) or Physician Assistant (PA) Mon-...
  • 16 Days Ago

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Investment Analyst
  • Buckingham Companies
  • Indianapolis, IN FULL_TIME
  • Overview Buckingham is seeking someone who is driven, experienced, and proficient in real estate acquisition and development underwriting, market and demographic research, portfolio and investor repor...
  • 21 Days Ago

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Investment Specialist
  • Levanti Wealth
  • Job Title: Investment Specialist Location: South Florida (Dade, Broward, Palm Beach). Remote is possible based on experi...
  • 3/28/2024 12:00:00 AM

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Investment Specialist
  • The London Company
  • Richmond, VA
  • Job Description Job Description Investment Specialist - The London Company Founded in 1994, The London Company is a majo...
  • 3/28/2024 12:00:00 AM

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Trust Investment Specialist
  • ACNB BANK
  • Gettysburg, PA
  • Job Description Job Description Come join our team!!!! Founded in 1857 we are a highly successful community bank where c...
  • 3/28/2024 12:00:00 AM

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Associate Financial Advisor
  • Johnson Brunetti Retirement & Investment Specialists
  • Needham, MA
  • Associate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and...
  • 3/28/2024 12:00:00 AM

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Investment Specialist
  • The Spaventa Group
  • Ronkonkoma, NY
  • The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset class...
  • 3/27/2024 12:00:00 AM

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Senior Investment Specialist (1823103)
  • Tier4 Group
  • Milwaukee, WI
  • Our Fortune 100 client in Franklin is seeking a Senior Investment Operations Specialist to focus on the execution and de...
  • 3/27/2024 12:00:00 AM

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Investment Specialist
  • Madison Professional Group- Financial Advisory Recruiters
  • Fort Worth, TX
  • The purpose of your role as described is to work in the Investor Center, where you will focus on developing customized f...
  • 3/24/2024 12:00:00 AM

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Client Relationship Coordinator
  • Johnson Brunetti Retirement & Investment Specialists
  • Wethersfield, CT
  • Client Relationship Coordinator If you are a go-getter who is strong at using persuasive language, asking in-depth quest...
  • 3/24/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$103,460 to $174,903

Investment Specialist in Oakland, CA
Job Description Mortgage SpecialistSTRATEGIC ROLEThe Mortgage Specialist position is a member of a.
February 09, 2020
Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
November 29, 2019
Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019