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Investment Department Administrative Assistant at TMF

Austin, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jul, 26

Salary

0.0

Posted On

07 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative support, Investor communications, Account maintenance, Data entry, Pipeline management, Financial systems, Database management, Attention to detail, Organizational skills, Mathematical skills, Series 63, Customer service, Office software

Industry

Financial Services

Description

Description Position Summary The Investment Department Administrative Assistant provides essential operational and administrative support to ensure efficient daily functions of the investment team. This role serves as a key point of contact for investor communications, account maintenance, and system updates across Texas Methodist Foundation (TMF) and Wesleyan Impact Partners (WI) product lines. Essential Duties and Responsibilities Support the phone team by handling inbound calls for both TMF and WI lines with professionalism and accuracy Assist with investor statements, including preparation and support on mailing days Process and mail TMF and WI renewal notices to investors Respond to online inquiries for both TMF and WI product lines Maintain and update the online portal registry for TMF and WI accounts Complete SF entries and perform SF updates on a daily basis, including Account Profile Change forms Process Account Profile change forms in a timely and accurate manner Prepare and distribute WI maturity letters Assist with Investment Team Pipeline Management activities Enter and maintain account-level data within iPhi and Jack Henry systems Requirements Required Qualifications Strong administrative and organizational skills with high attention to detail Ability to manage multiple tasks and meet deadlines in a fast-paced environment Professional communication skills, both written and verbal Proficiency with financial systems, databases, and standard office software Preferred Experience supporting investment, financial services, or operations teams preferred Strong mathematical skills Series 63

Responsibilities

The Administrative Assistant provides operational support to the investment team by managing investor communications, account maintenance, and system updates. Responsibilities include handling inbound calls, processing account documentation, and maintaining data within financial systems.