Transition Specialist, Administrative Assistant
1 month ago
A leading global investment firm, headquartered in New York City, known for its expertise in investment management, risk management, and advisory services for institutional and retail clients. The firm manages trillions of dollars in assets and provides a wide range of products and services, including mutual funds, exchange-traded funds (ETFs), and other financial instruments.
Job Description
Act as a resource to portfolio managers, assisting with requests to raise cash, add restrictions, change allocations, archive information, and generate performance reports.Support activities related to the transition of accounts to Merrill Lynch investment platforms.Develop strong professional relationships across functions such as portfolio management, sales, operations, and trading.Monitor portfolio exception and compliance reports.Research and resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk.Handle incoming inquiries from advisers, provide a professional investment experience, and resolve account-related issues accurately and efficiently.Maintain accurate and timely client files and notes to ensure all critical information is reflected.Collaborate with Operations to ensure accounts are properly on boarded and billed, while confirming fee accuracy.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
Minimum of two years in the financial services industry.Strong technology skills with proficiency in Excel, Python, and SQL.Well-organized with meticulous attention to detail and the ability to prioritize responsibilities effectively in a fast-paced environment.Demonstrated strong interest in global financial markets.Self-starter able to operate effectively in a highly team-oriented and collaborative environment.Strong interpersonal skills with the ability to develop relationships with Financial Advisers, clients, sales teams, marketing teams, and other functions within the division.Education:Bachelor's Degree or equivalent experience. What's on Offer Contract role in Princeton, NJ offering competitive compensation.Benefits offered day one through Aetna (health, vision, and dental).Commuter benefits available day one.
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