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.
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