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Investment Assistant Jobs (NOW HIRING)

Wilton Re

Investment Associate

Norwalk, CT · Hybrid

Role Responsibilities: Assist CIO and VPs of Investments in gathering, refining and organizing data necessary for the group to fulfil reporting needs, strategic needs, and responding to data requests ...

vaenterprises

Investment Analyst

Grand Rapids, MI · On-site

The individual in this role will work collaboratively with other teams and third parties to assist in coordinating investment efforts while delivering an outstanding overall Client experience and ...

VA Enterprises

Investment Analyst

Grand Rapids, MI

The individual in this role will work collaboratively with other teams and third parties to assist in coordinating investment efforts while delivering an outstanding overall Client experience and ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high ... They will assist with modeled strategies that require analytical and strong decision-making skills ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Responsibilities The Investment Associate partners with other Wealth Management employees to ... They will assist with modeled strategies that require analytical and strong decision-making skills ...

Ilitch Companies

Investment Specialist

Detroit, MI

Work with software providers to ensure accuracy of investment reporting. * Assist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion. * Conduct investment ...

Trans western

Investment Associate

Dallas, TX · On-site +1

Help identify and research prospective institutional and private capital investors; maintain an investor prospect database. * Assist in preparing briefing memos and background research ahead of ...

Mustang Cat

Finance Analyst

Houston, TX · On-site

Develop and maintain financial models related to revenue, gross margin, operating expenses, EBITDA, and capital investments. * Assist in preparing annual operating plans for Rental Services and Heavy ...

SUBTEXT LLC

Investment Analyst

Saint Louis, MO

The Analyst will work closely with the VP of Investments and senior team members to evaluate new opportunities, support capital markets initiatives, and assist with performance monitoring of active ...

Ilitch Companies

Investment Specialist

Detroit, MI · On-site

Work with software providers to ensure accuracy of investment reporting. * Assist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion. * Conduct investment ...

mustang

Finance Analyst

Mustang, TX

Develop and maintain financial models related to revenue, gross margin, operating expenses, EBITDA, and capital investments. * Assist in preparing annual operating plans for Rental Services and Heavy ...

Transwestern

Investment Associate

Dallas, TX · On-site

Help identify and research prospective institutional and private capital investors; maintain an investor prospect database. * Assist in preparing briefing memos and background research ahead of ...

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Investment Assistant information

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$25.5K

$48.7K

$69.5K

How much do investment assistant jobs pay per year?

As of Jun 29, 2026, the average yearly pay for investment assistant in the United States is $48,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Investment Assistant position, and why are they important?

Excelling as an Investment Assistant requires strong analytical abilities, organizational skills, and a background in finance or business administration, often supported by a relevant degree. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as the Series 7 or Series 63 licenses is beneficial. Excellent communication, attention to detail, and a proactive approach help professionals build productive relationships with clients and team members. These skills ensure efficient support for investment teams, precise transaction processing, and superior client service.

Can financial advisors make $500,000 a year?

Financial advisors, including those working as investment assistants, typically do not earn $500,000 annually unless they have extensive experience, a high client base, or work in specialized or high-net-worth markets. Most advisors earn a combination of salary, commissions, and bonuses, with top earners reaching high six-figure or low seven-figure incomes through performance-based compensation and advanced certifications like the CFA or CFP. Entry-level or assistant roles generally have lower salaries and do not reach this level without significant career progression.

What does an Investment Assistant do?

An Investment Assistant provides administrative and analytical support to investment professionals, helping with research, portfolio management, and client communications. They assist in preparing reports, maintaining financial records, and ensuring compliance with regulatory requirements. Strong attention to detail, financial knowledge, and proficiency with investment tools are essential for success in this role.

What are typical daily responsibilities for an Investment Assistant?

Investment Assistants typically support portfolio managers and advisors by preparing reports, handling client correspondence, processing investment transactions, and maintaining accurate records. The role often involves monitoring account activities, coordinating meetings, and researching market data to provide insights for investment decisions. You may also assist with compliance documentation and resolving routine client inquiries. Collaborating closely with both internal teams and external partners, you’ll play a vital part in ensuring smooth day-to-day operations in a fast-paced investment environment.

What job makes $10,000 a month without a degree?

An Investment Assistant typically does not earn $10,000 a month without relevant experience or certifications; such high earnings are uncommon without specialized skills or advanced education. Roles in sales, real estate, or entrepreneurship can sometimes reach this level through commissions or business success, but they often require significant effort, networking, or industry knowledge. Most high-paying jobs generally require at least some formal training or experience.

Is 200,000 enough to work with a financial advisor?

As an Investment Assistant, working with a financial advisor typically involves managing client portfolios and providing support, but the amount of money needed depends on the client's investment goals and the advisor's fee structure. A $200,000 investment can be sufficient for many financial planning services, especially if combined with relevant skills and certifications like the CFP credential. However, the adequacy of this amount varies based on individual circumstances and the scope of financial advice required.

What does an investment assistant do?

An investment assistant supports financial advisors or investment managers by preparing reports, analyzing financial data, and managing client accounts. They often use tools like Excel and investment software, and may need relevant certifications or knowledge of financial markets to perform their duties effectively.
More about Investment Assistant jobs
What cities are hiring for Investment Assistant jobs? Cities with the most Investment Assistant job openings:
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Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $48,745 per year, or $23.4 per hour.

Wealth Investment Support Specialist II ( New York, NY.)

SunTrust Investment Services, Inc.

Manhattan, NY • On-site

$50K - $103K/yr

Other

Posted 22 days ago

Key responsibilities

  • Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, and transfers.

  • Enter and maintain client records, monitor client transactions for accuracy and timeliness, and maintain appropriate documentation.

  • Utilize trust and investment systems to affect transactions, monitor accounts, create reports, and prepare client presentations.

Job description

Investment Support Specialist

Provides in-office client and advisor support interfacing with our affluent Investment clients and Centers of Influence. Provide essential Investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our Wealth clients.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
  • Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
  • Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
  • Respond to client requests for information and assistance within appropriate level of authority.
  • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing & maintaining client presentation & marketing materials.
  • Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
  • Continually provide responsive and personal service to our Wealth Clients.
  • Participate in onboarding and training of new teammates in market-Buddy System.
  • Assist with special projects for the Investment Managers.
  • Assist Investment Analyst with compliance exception items.
  • Assist with special projects for the Wealth Division Support Leader.

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
  • Knowledge of deposits, loans, banking products, and operating systems unique to the line of business, including trusts and estates.
  • General knowledge of investment products (stocks, bonds, options, derivatives).
  • Strong problem-solving skills.
  • Excellent interpersonal and relationship management skills.
  • Excellent oral and written communication skills.
  • Exemplary customer service and professional etiquette skills.

Preferred Qualifications:

  • Undergraduate degree
  • Securities Industry Essentials (SIE) or Trust School Level 1

The annual base salary for this position is $50,340 - $103,480. Additional incentive pay is available for this position.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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