Investment Specialist jobs in Orange, CA

Updated: Mar 26, 2024
Location: Irvine-Campus
Job Type:
Department: Merage/Ctr Invest & Wlth Mgmt

Position Summary:

The Center for Investment and Wealth Management (CIWM) was established to address the complex issues surrounding wealth management as it affects the well-being of individuals, families and overall economic vitality. Our mission is to create and disseminate vital, applicable research and knowledge concerning the creation, management and intergenerational transfer of wealth. The Center is an integral part of The Paul Merage School of Business and seeks to add valued teaching, outreach and research programs that further the School’s missions. Over a 10-year period, the Center has benefited more than 25,000 individuals, through its innovative programming.

As the first point of contact for the Center for Investment and Wealth Management (CIWM), the Program Specialist receives visitors and interacts with all levels of university administration, faculty, staff, students, distinguished guests, and a diverse public constituency. Position is responsible for office management, program planning and event management.

Total Compensation:

In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our compensation practices and benefits.

$24.71 - $27.00 (Hourly Rate) Expected Pay Range within the Full Salary Range $24.71 - $41.86 (Hourly Rate)

Required:

Bachelor's degree in related area and / or equivalent experience / training.

Valid California driver’s license

Skill and demonstrated ability to use a personal computer and word processing, spreadsheet, database computer software programs, Microsoft Outlook and the Internet. Efficient typing and proofreading skills. Excellent interpersonal skills and poise in dealing with diverse constituents in a diplomatic and professional matter, including influential community leaders, University leadership, faculty, administrative personnel, and volunteer groups. Ability to use discretion and maintain all confidentiality. Ability to use sound judgment in responding to issues and concerns. Basic skills to analyze and research information, and to develop reports, proposals and external relations materials. Basic program and project management skills. Written and conversational mastery of the Spanish language. Proven level of outstanding professionalism in providing high-level coordination for programs, meetings, grant writing, and other duties as assigned. Demonstrated superior writing skills with maximum attention to detail. Excellent ability to write acknowledgement letters, clear internal communications, and provide proof reading and input for reports and proposals, summaries of donor and prospect information, correspondence and public relations materials with minimal direction. Demonstrated experience organizing, coordinating, and executing events and year-round programs.

Preferred:

Acquiring knowledge of applicable policy analysis techniques. Knowledge of UCI administrative policies, procedures, and practices. Ability to develop slide presentations, use scanning, LCD projector and other wireless devices. Experience working in an academic University environment.

Special Conditions Required:

May be required to drive on occasion in order to perform routine or essential job responsibilities for the position. Hybrid position with some onsite work expected each week.