Job Openings >> Junior Investment Associate
Junior Investment Associate
Title:Junior Investment Associate
Position Type:Full Time
Position Summary:

Investment Officers are relationship managers responsible for managing investment assets for our fiduciary customers. As a Junior Investment Associate the incumbent will work in tandem with Trust and Investment Officers in managing the relationships. The incumbent will participate in the Trust Investment Committee’s role in decision making and reporting to the Board Trust Committee.

  • Guiding First Option Financial Services investment customers towards secure financial decisions with consultation of Trust and Investment Officers
  • Assessing client’s overall financial picture and understanding their needs to develop a solid financial plan
  • Assisting Senior Investment Officers in managing customer assets
  • Preparing trust investment committee agenda and reports
  • Managing customer relationships with First Option Financial Services Wealth Builder and Investment Management customers
  • Assisting Head of Operations with any projects as needed.  

Skill Requirements:
  • Customer Service oriented
  • Ability to understand markets and financial data
  • Strong Communication, negotiation, and presentation skills
  • Accuracy, attention to detail, and ability to explain complex information clearly and simply
  • Strong organizational skills
  • Recent graduate or pursuing a BS degree in Finance or related field; or equivalent related experience
Physical Demands
While performing the duties of this job, the employee is required to communicate effectively, verbally with others in person and on the telephone, sit, stand, walk, and use hands to finger and handle keyboard, telephone, paper, files, and other equipment and objects.  The employee is occasionally required to reach with hands and arms.  The employee must occasionally lift and/or move up to 20 pounds.   This position requires the ability to review detailed documents and read computer screens.  Limited travel will be required for attending training which is located off bank grounds.

Work Environment
            The work environment requires appropriate interaction with others.  The noise level in the work environment is usually moderate.
Work days/hours
Monday-Friday 8 am to 5 pm
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