• Full Time
  • Neenah, WI
  • Salary: Based on experience
Job ID: 141441

Cadre

Are you a Direct Hire Finance / Trust Investment Associate who has a Bachelor’s degree in Finance, Business or a related field? Are you a Direct Hire Finance / Trust Investment Associate who enjoys detailed work?

Our client is dedicated to helping their customers build their legacy!

WHAT YOU WILL BE DOING:

As a Finance / Trust Investment Associate, you will support Portfolio Managers as well as maintain, analyze and report data.

  • Prepare reports
  • Serve as a primary back up for a specific department
  • Client meeting material preparation
  • Assist with regulatory investment reviews
  • Create portfolio management plans
  • Analyze reports

WHAT YOU NEED:

  • Experience in a financial field working with investments or wills/trusts
  • Portfolio management experience preferred
  • Bachelor’s degree in a Financial or Business field (may consider equivalent experience)
  • MSWD, Excel and Outlook skills
  • Experience working with FIS a plus
  • Professional
  • Accurate and detailed
  • Maintain a high level of confidentiality
  • Prioritizing skills and take initiative

WHAT YOU GET:

  • Great company culture
  • Annual raises & bonuses
  • Health insurance
  • Life insurance
  • Disability insurance
  • 401(k)
  • Paid vacation

GENERAL INFORMATION:

Hours: 7:30am-4:00pm or 8:00am-4:30pm

Length: Direct Hire

Pay for the Finance / Trust Investment Associate position: Based on experience

Location: Neenah, WI

Job ID: 141441

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.