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Job Description

• Answer and redirect phone calls

• Calendar management

• Travel coordination

• Meeting preparation and coordination 

• Assist in the planning of investor roadshows by tracking and organizing logistical details

• Maintain client information int he database

• Coordinate and send mail

• General office tasks

• Maintain knowledge of the regulatory changes across the client and prospect base and update colleagues on CA regulations

• Coordinate Business Continuity Planning to ensure all manuals and forms are updated

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Qualifications

• Degree required

• Minimum of 5 years of support experience

• Proficiency with Outlook, Excel, Word

• Strong interpersonal, written, and verbal skills

• Attention to detail

• Ability to handle high-level consultant and prospect