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Investment Meeting Coordinator

Job Description

Investment Meeting Coordinator

Essential Functions


The Employees Retirement System supports state employees who have dedicated their career to supporting Texas!  Come join our Investments Division and be part of our mission to achieve optimal investment returns at a prudent level of risk using a long-term perspective.  The Investment Meeting Coordinator is the primary contact to ensure all business meetings for our Investments Division are schedule and confirmed while serving as the first point of contact for our visitors.  The Investment Meeting Coordinator is essential to maintaining organization and professionalism in our fast-paced environment and works under limited supervision with considerable latitude for initiative and independent judgement.






Essential Functions: 




  • Serves as receptionist in greeting visitors and answering busy multi-line phone.
  • Serves as the primary contact for scheduling meetings and ensuring meetings are properly posted on the Outlook Calendar, sends confirmations, reserves and readies division conference rooms, and maintains absence calendar for division.
  • Works with Records Management to maintain, retrieve, and archive records according to the Investments records retention schedule.
  • Reviews automated leave accounting system for proper entries and audits staff leave records; enters time data into Clarity.
  • Coordinates the preparation, maintains and monitors spreadsheet for the Public Equities broker votes.
  • Maintains and monitors facsimile machine, faxes, copiers, printers and other office equipment.
  • Responds to routine inquiries and applies interpretations of rules, regulations, policies and procedures.
  • Serves as backup for receiving and disseminating mail in a timely manner.
  • Performs other duties as assigned.


  • Attends work regularly in accordance with agency leave and attendance policies.


  • Complies with all applicable agency policies and procedures, including safety and standards of conduct.


Required Minimum Qualifications

Your application for employment must reflect how you meet each of the following minimum qualifications:


  1. Graduation from an accredited senior high school or equivalent.
  2. Four (4) years of administrative support experience performing each of the following:


  • Answering a multi-line phone in a professional office;
  • Scheduling professional staff for meetings using an MS Office calendar;
  • Developing or creating and maintaining records (electronic and paper); and
  • Progressive experience using word processing and spreadsheet software.


Preferred Qualifications

Your application for employment should reflect how you meet the following preferred qualifications:

     3.   One (1) year of experience in an administrative institutional investment environment. 

     4.   One (1) year of experience using discretion in handling confidential or sensitive matters. 


Other Information



Work is performed in an office environment.  This position may require access to privileged, confidential, or sensitive data.  ERS will conduct either a TXDPS or FBI criminal history check on all new hires.  For more information about this policy inquiries can be made to


Military Occupational Specialty (MOS) Codes


Veterans, Reservists or Guardsmen with experience in the Military Occupational Specialty Codes ( along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply.  Please contact Human Resources  with questions or for additional information.


Additional Military Crosswalk information specific to this posting can be accessed at the State Auditor’s office link below. Compare the Class Number in the ERS job posting to the Class Code on the State Auditor’s Office listing of job descriptions. The Military Crosswalk appears under Occupational Category for each job description.

Job Posting Information

Monthly Salary

$2,748.00 - $3,642.00

Salary Group


Class Number


Position Number


Job Posting Number



Closing Date

Open Until Closed

Number of Openings



To apply for positions at the Employees Retirement System of Texas, a State of Texas Application and ERS Qualifications Form are required. To access these forms and for more information on how to apply, visit our career page.

Contact Information