Operations Assistant-Investments
Kforce - New York City, NY
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Kforce 's client, a prominent New York based family office is seeking an Operations Assistant supporting the Investment Department. The organization offers outstanding compensation and benefits and great work environment.nnDocument Management: n Administrative Assistant will prepare, review, and update various documents, including investment-related emails, fund capital statements, capital calls, management fees, distributions, and subscription agreements n Ensure all documents are accurately formatted and error-free nnData Management: n Maintain and update client and investment databases n Track and report on various investment activities and cash flows n Ensure accurate record-keeping and documentation of transactions nnClient Support: n As an Administrative Assistant, you will assist with client inquiries and provide exceptional customer service n Facilitate the collection and distribution of investment statements and reports n Handle portal access and troubleshoot any access issues nnProject Assistance: n Support ongoing projects and initiatives, including investment transfers and new investments n Collaborate with team members to ensure project deadlines are met n Provide administrative support for special projects as needed
Created: 2024-09-18