Client Services Assistant

Investment Management firm based in Manhattan is seeking a Client Services Assistant to join their office. There is a database management and administrative component to this position, along with an opportunity to learn the finance business of the firm.

Responsibilities:

• Client Services Assistant will assist in assembling monthly & quarterly reports (mail merge, copy & file)
• Assist in assembling presentation packets for sales reps and brokers (printing & binding, shipping)
• Maintain client files and record-keeping system
• Data entry; email blasts. Type correspondence
• Database Management
• Handle expense reports for Managing Director
• Bind and ship marketing materials for conferences
• Confirm appointments
• Respond to broker requests for materials
• Scanning in contractual documents to network drive and filing originals
• Respond to broker requests for materials
• Provide back up support to reception
• Additional general administrative support as requested to the Managing Director, Sales Reps and Associates.

Requirements:

• Bachelor’s Degree
• Minimum one to two years of experience
• Ability to organize and prioritize multiple tasks
• Proficiency with Microsoft Office: Excel, PowerPoint and Word
• Strong verbal and written communication skills
• Strong attention to detail, quick learner, problem solving and organizational skills
• Salary $45,000-$50,000