ASSET MANAGEMENT ASSISTANT

Summary
As an Asset Management Assistant, you will support the Asset Management Sales and Service Team. The Asset Management Assistant will demonstrate the ability to escalate issues as appropriate and work in tandem with the Asset Management Advisor Consultants, Relationship Managers and Associate Team towards achieving fulfillment of client, prospect, third party advisor, and consultant related requests. You will report to the Director of Asset Management Services.

Responsibilities

• Handle correspondence, including email, USPS mail, overnight mail, ensuring prompt responses on behalf of Advisor Consultants/Relationship Managers
• Responsible for expense management for Advisor Consultants
• Maintain office supplies, Marketing Materials, Business Card ordering and more in support of Asset Management
• Coordinate with Marketing to send out materials to Third Party Advisors/Consultants
• Assist with processing Corporate Giving requests
• Manage and facilitate yearly holiday card & holiday gifting
• Process address changes for advisors, consultants and end clients
• Send welcome kits to new clients
• Process incoming checks for clients custodied at Exeter Trust Company
• Support collaboration with team members & across various departments to problem solve & improve processes
• Handle confidential information with discretion, adapts to shifting priorities, and seeks opportunities to offer solutions
• Track deadlines on projects to ensure deliverables align with company objectives
• Assist with special projects that support the office as needed and assigned
• Other duties as assigned

CRM Responsibilities

• Enter, edit, and monitor prospect, lead and contact information in Salesforce
• Convert leads to contacts when appropriate
• Data integrity as it pertains to address change information for clients, Third Party Advisors and Broker Dealers, as well as clean-up & special projects

Qualifications

• Education & Experience- Associate/Bachelors preferred; minimum of 2 years experience in an Administrative Assistant role
• Exposure to/or experience with Salesforce database or similar CRM is a plus
• In-depth knowledge of Microsoft Word, Excel and PowerPoint
• Experience working in the financial or banking industry is a plus
• Excellent organizational and time management skills
• Strong written and interpersonal communication skills
• Ability to prioritize and complete multiple assignments in an accurate and timely manner
• Willingness to learn and adapt to firm needs
• Ability to follow the Firm’s Hybrid Policy (4 days in the office, 1 day Work from home)

Compensation: Expected hourly rate between $25.00-$28.00/hr