What are the responsibilities and job description for the Client Support/Office Manager-Financial Services position at Perennial Resources International?
THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN.
Small office of a global investment firm seeks an experienced Client Support/Office Manager to join their team. This person will be responsible for :
US Client Service (55% of time)
· Update APX and client portal for new/closed accounts and contacts
· Quarterly invoice review
· Executive reporting
· Create client presentations (entry level)
· Advisory channel support
o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel
o Check custodian interfaces for advisor channel activity (pull down/save reports)
o Advisory sales tracking (pull down/save reports)
· Work with sales associates to assist in ongoing CRM maintenance
· Validate and track client cash flows
NY Office Management (25% of time)
· Provide professional front desk presence and premium service
· Intraday conference room and pantry maintenance
· Process mail and packages
· Receive and put out meals for special events as needed
· Receive and stock weekly coffee, fruit, dairy product deliveries
· Provide weekly inventory of office supplies to Office Management team
Private Wealth US (20% of time)
· Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage.
· Print and distribute monthly and quarterly reports via mail and ShareFile
· Deposit checks
Bachelor's degree and 3 years of experience as in Client Support and Office Management in a fast-paced setting.
Salary : $75,000 - $85,000