Portfolio Coordinator
1 week ago
About HR Elements LLC:
HR Elements LLC is a professional services firm dedicated to delivering high-quality solutions to its clients. We prioritize trust, integrity, and reliability in all aspects of our business.
Job Overview:
- Provide administrative support to the Portfolio Administration team, including account administration, data management, and client communication.
- Generate internal reports using data from multiple sources to support business decisions.
- Act as the first point of contact for inquiries and provide exceptional customer service.
- Maintain databases and prepare client deliverables, ensuring accuracy and attention to detail.
- Support relationships with external parties, including vendors and partners, and manage office supplies.
- Work on special projects as assigned to contribute to the growth and success of the company.
Key Responsibilities:
- Client Service and Support
- Account Administration and Data Management
- Investment Team Support and Collaboration
- Vendor Relations and Partnerships
- Special Projects and Initiatives
Qualifications:
- Bachelor's degree in business, communications, or a related field.
- 2+ years of relevant work experience in a similar role.
- Strong commitment to excellence and a customer-centric approach.
Work Environment:
- Onsite work schedule, Monday through Friday, 9:00 AM to 5:00 PM.
- Reports to the Director of Portfolio Administration.
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