What are the responsibilities and job description for the Investment Administrative Specialist position at State Farm?
Location US-TX-Richardson
Job Category Accounting and Financial
Position Type Regular Full Time
Req ID 40837
Overview
Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!
The State Farm Investment Department is a leading investment manager entrusted with managing over $350 billion in support of the company's auto, home, and life insurance products.
The Investment Department is looking to hire an Investment Administrative Specialist in the Dallas Hub to help support the Fixed Income teams. This individual will help confirm and settle trades, trouble-shoot settlements with brokers or custody banks, maintain and distribute a weekly calendar of current and future municipal deals, and screen incoming office calls for Investment Professionals. Other administrative duties include preparing and compiling reports, coordination of travel and conference arrangements, expense report submissions, and coordination of subscription and data services maintenance.
This position is based at State Farm's investment platform at CityLine in Richardson, Texas, in the fast-growing Dallas-Fort Worth metro area. The Investment Department operates a hybrid schedule with 2 in-office days per week to foster collaboration. Qualified candidates must reside within a reasonable commuting distance to the office.
Responsibilities
- Confirming, settling, and closing Fixed Income investment transactions
- Researching trade discrepancies and working with internal and external partners to resolve
- Maintaining, screening, and distributing weekly calendar and various reports
- Data entry and processing
- Preparing reports and regulatory filings
- Reconciling and ensuring data accuracy
- Maintaining files, answering phones, and administrative support
Qualifications
- Minimum 2-3 years previous experience with trade settlements, back office or financial services preferred
- Strong attention to detail and accuracy
- Ability to manage competing priorities and meet deadlines
- A high degree of professionalism with interpersonal and collaboration skills
- Ability to adhere to confidentiality standards
- A service orientation
- Proficiency in Microsoft Office products. Familiarity with Bloomberg and SharePoint a plus.
- Some college coursework desired, but not required
Competencies Desired:
- Integrity
- Quality
- Accountability
- Work Ethic
- Teamwork
- Curiosity
Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity
Our Benefits
Because work-life-balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week!
- Starting salary will be based on skills, background, and experience
- Potential yearly incentive bonus
At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!
- Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus.
- Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more!
- Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
- Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union!
- Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
- Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
- Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.
Visit our State Farm Careers page for more information on our benefits, locations, and the hiring process of joining the State Farm team!
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