Responsible for internal financial items, office management, greeting and assisting clients and visitors to the office, as well as answering phones. The ideal candidate enjoys talking to people and is also highly organized and attentive to detail.

Job Responsibilities

Performs daily cash management functions, including but not limited to: disbursing checks, EFTs, incoming stock certificates, wires, journals and check deposits.

Processes correspondence and keeps files of incoming and outgoing correspondence.

Completes new account process and filing.

Maintains New Account E-Filing system

Manages client meeting conference rooms and schedules.

Greets clients and other visitors

Processes Managed account fee billing setups, as well as account coding for managed account services.

Trains fellow employees on the Firm’s operational procedures.

Maintains risk awareness and regulatory knowledge

Answers incoming phone calls and directs messages

Sees unmet office needs and provide suggestions for process improvements

Job Requirements

Proficient in Microsoft Office(Excel, Word, and PowerPoint).

Detail-oriented with strong organizational abilities

Flexibility, ability to prioritize, and willingness to adapt to changes of job duties when the need arises

Courteous, personable, approachable, and professional in all relationships

Ability to interact with individuals at all levels internally

Can be trusted to keep sensitive/confidential information secure and maintain discretion

Other Skills:

Word, Excel, Outlook, general knowledge of numbers, highly organized, client driven environment, conservative dress, detail oriented, thorough, likes learning policies/procedures.