Our client is a sophisticated full-service private family office that is seeking a talented Administrative Associate. The office offers a collaborative, dynamic culture with numerous complex business structures and many new initiatives. There are interesting and challenging opportunities and projects that make the position rewarding.
POSITION
The Administrative Associate will report to the Chief Relationship Officer. The role provides administrative support to the fifteen professionals on the Wealth Advisory Team. This role will include assisting the team in optimizing and maintaining client relationship management (CRM) data and processes. The successful candidate will interface with family members, employees and business partners of the private family office.
KEY RESPONSIBILITIES
Organizing and maintaining client files with confidentiality and care
Serving as point of contact for CRM-related issues including maintaining the system and operational efficiency
Updating contact information and generating reports
Managing and scheduling in-person and virtual meetings
Collaborating and supporting the Wealth Advisory team on various client matters
Make all necessary travel arrangements and itineraries for meetings, conferences, and client visits
Assist with administration of private foundations
Special projects and specific research
THE PERSON
The ideal candidate will be intellectually curious, detail-oriented, resourceful, have a working knowledge of investment terminology and be able to manage multiple priorities.
Desired personal skills and qualifications include:
High-functioning organization and time management skills
Significant experience working in CRM applications including the ability to analyze CRM processes for enhanced performance
Excellent aptitude for technology skills; Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Team), Zoom and SharePoint, and Adobe products is a plus
Embraces a rapidly changing environment and exhibits flexibility
EDUCATIONAL REQUIREMENTS
A minimum of 5 years of experience in financial services
A bachelor's degree is preferred
Please send a resume with a detailed cover letter to jill@cmcconsult.com