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Investment Assistant

Heartland Financial USA, Inc., Dubuque, IA

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  1. Responsible for the generation and analysis of reports covering account asset allocation and cash positions, meeting packets and other documents.
  2. Monitor trading issues from the company's accounting systemto enable the correction or delegation of problems found.
  3. Codes and retrieves information for/from document/data storage system.
    Composes and sends routine written correspondence.
  4. Arranges and coordinates meeting attendance, travel schedules and reservations of Investment Staff.
  5. Assists the Investment department with special projects as necessary.
  6. Answers phone calls and email correspondence in support of the Investment staff in a professional and efficient manner.
  7. Maintains general knowledge of the economic environment to be able to speak competently on current events.
  8. Completes annual ELearning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to job function.


 Other duties as assigned



  1. Bachelor’s Degree in Business, Finance and Economics or equivalent work experience; required.
  2. 1-3 years professional office experience
  3. Previous experience with investment products preferred but not required
    Intermediate to advanced knowledge of Microsoft Office Applications required
  4. Cursory knowledge of account structure, fee structure, and investment offerings
  5. Working knowledge of Morningstar, Bloomberg, SEI software programs desired
  6. Ability to quickly learn and use diverse software required.
  7. Awareness of economic and financial markets
  8. Ability to support and receive instruction and direction from multiple staff members is required.
  9. Strong problem-solving and attention-to-detail skills: responsible for meeting quality standards.
  10. Ability to work effectively in a fast-paced environment
  11. Ability to handle and prioritize multiple tasks


EOE/AA Employer



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Job Details

Req Num 18-0509
ID 522581
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 1-2 Years
Education Bachelors

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