INVESTMENT CONSULTING SUPPORT ANALYST

Warren, NJ 07059

Posted: 09/13/2019 Industry: Employee Benefits & Retirement Services Job Number: 9.13 1 KEF Pay Rate: $40,000 - $60,000

INVESTMENT CONSULTING SUPPORT ANALYST

  • Support Investment Consulting team with expedient follow-up on tasks & projects.
  • Process investment and institutional retirement plan information into various reporting tools and applications.
  • Review reports for accuracy.
  • Maintain investment and account information.
  • Collaborate with internal and external business partners.

Admin Support

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INVESTMENT CONSULTING SUPPORT ANALYST

  • Bachelor's Degree preferred
  • 2+ years administrative support experience ideally in a financial setting
  • Strong attention to detail with exceptional follow-through
  • Highly organized and deadline oriented
  • Ability to work well independently as well as in a team environment
  • Software proficient, especially with MS Office (Word, Excel, PowerPoint)
  • Exceptional interpersonal and communication skills

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Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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