What are the responsibilities and job description for the Investment Management Client Service & Operations position at Anonymous Confidential?
Job Description
Operations Assistant & Client Service
We have been providing investment management services for over 40 years to clients all over the United States. We are looking for a talented and hard working individuals to join our growing family office & wealth management team. The new team member will work closely with experienced portfolio managers, traders and operations personel.
- Coordinate daily with investment teams and our vendor banks, brokers & technology specialists.
- Assist team with office operations to optimize work flow.
- Help manage office communications and day-to-day meetings schedules.
- Event & meeting schedule coordination.
- Support the ongoing maintenance of our physical office space.
- Responsible for incoming/outgoing office mail/courier.
We are able to create a flexible, part-time or full-time position for best candidates.
All communication with every candidate is strictly confidential.
Job Types: Full-time, Part-time
Pay: $50,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- On-site gym
- Paid time off
- Paid training
Ability to Commute:
- Waltham, MA (Required)
Ability to Relocate:
- Waltham, MA: Relocate before starting work (Preferred)
Work Location: In person
Salary : $50,000 - $150,000