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Wealth Management, - Investments Trade Order Management Client Support, Analyst The candidate will coordinate with front office in the receipt of confidential client documents and organize such documents for review; responsible of monitoring an active email inbox. Will coordinate with front office to review and determine approval for regulatory eligibility of client subscriptions into alternative investments, primarily hedge funds at the moment; Liaise with clients and front office to facilitate corrections to incomplete documents. Facilitate transfers of investment ownership between clients or legal entities. Coordinate with outside law firms to facilitate transfer requests for private equity vehicles.Tracking of client consent responses for amendments and corporate actions. Respond to client and front office inquiries, escalate issues to senior members of the team when required.Respond to internal/external audit requests. Provide guidance, with input from Middle Office on product deadlines. Organize and index confidential client documents for archiving and storage. Liaise with external vendors to facilitate archiving and storage of confidential client documents. Should have Bachelor's degree from an accredited, high quality institution; paralegal experience is a plus, Proficiency in Microsoft Word, Excel, PowerPoint and Adobe Acrobat is required. SharePoint experience is a plus. Should have 1-2 years of related experience. Background in wealth management, alternative investments or at a reputable law firm a plus. Excellent analytical, organizational and problem solving skill is essential. Genuine interest in learning about the markets, alternative investment products and private banking; although no prior industry experience is required, it is helpful.
Req #: 180023319
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