Employee Investing and Activities Analyst

Position Description

Serve as the primary contact for Wealth Management and ISG coverage areas through constant written and verbal communication with employees; review and process outside account, outside activity and private investments disclosures; provide guidance on various Employee Trading policies; review external account statements; assist with gathering employee information requested by regulators or Internal Audit.

Skills Required

• Strong interpersonal skills

• Excellent oral and written communication skills

• Teamwork skills

• Organizational skills

• Computer literacy

• Planning skills

• Superior time management

• Good "customer service" skills

• Attention to detail

• Basic financial literacy

Skills Desired

3-5 years financial-related job experience.

August 7, 2013 • Tags: , • Posted in: Financial

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