What are the responsibilities and job description for the Investment & Trading Specialist position at Community Financial Services Group, LLC?
Community Financial Services Group, a growing VT-based trust and investment company that provides local personal investment and financial planning services to our clients, is currently recruiting an Investment & Trading Specialist to join our Investment Department in our Newport, VT office.
Duties and responsibilities include but are not limited to:
- Execute equity, fixed income, and other investment transactions
- Assist in the implementation and maintenance of portfolio modeling programs
- Monitor and review trade activity and settlement processes
- Support portfolio management and investment committee activities
- Maintain investment objective documentation and account records
- Assist with annual account review processes and reporting
- Prepare investment performance and review spreadsheets
- Assist with fixed income trading and maturity tracking
- Perform monthly tasks, and prepare reports, meeting materials and committee minutes
- Collaborate with Wealth Advisors and other team members to provide excellent client service
- Other duties as assigned
Attributes of a Strong Candidate:
- Bachelor’s or Associate Degree in Finance, Business, Accounting or related field
- Proficiency using Microsoft Office including Word, Outlook, and Excel
- Excellent math, verbal and written communication capabilities
- Professional with a strong work ethic and attendance record
- Ability to multi-task and prioritize responsibilities
- Solid organizational skills with strong attention to detail, accuracy and confidentiality
We offer a competitive salary, generous benefits, including 401(k), profit sharing, paid vacation, medical, dental, vision and life insurance and an excellent work environment. Please send a resume with cover letter to: bmason@cfsgtrust.com.
CFSG Trust is an equal opportunity employer.
Job Type: Full-time
Pay: $22.00 - $28.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $22 - $28