• Produce internal management reports that illustrate firm-wide growth and historical trends in Asset, Client and Product growth.
• Work with IT to develop and maintain the firm’s CRM system (Onyx); train all new users globally, build reports and prepare training materials to distribute to other offices.
• Compile detailed information packets for Client Service Executives to respond to client inquiries and prepare for client meetings and conference calls.
• Research and respond to prospect and consultant inquiries that come through leads generated by the Consultant and Marketing Executives’ efforts.
• Coordinate mass client communications with Senior Management, Publications, and IT to be distributed via email, hard copy and web posting.
• Participate in ad hoc projects, which may include product research, presentation preparation, corporate event planning and web site content management.

Competencies:

• Minimum of two years experience in a Financial Services environment
• Strong attention to detail
• Advanced knowledge of Microsoft Office programs, with an emphasis on Excel
• Ability to handle multiple assignments, stay organized and adapt to changing priorities in a deadline driven, fast-paced environment
• Demonstrated problem-solving skills
• Work well in a team environment

Academic Qualifications:

Bachelor’s degree required.