Responsibilities include:
-Coordinating Firm and client administrative activities with third parties
-Engage in regular contact with clients and service providers to provide a high level of client service.
-Fill role as primary liaison to custodian of Firm’s managed investment assets
-Assist with new client set-ups; check/wire transfers disbursements and other client requests.
-Composing, editing and updating internal and external correspondence
-Answering telephones, greeting clients and ... view or apply to job
From LinkedIn.com - 28 days ago
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