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This position supports the Investment Consulting Services team with a blend of operational and administrative responsibilities. The role acts as a liaison with investment managers, vendors, custodians, and clients, handling client paperwork (brokerage accounts, agreements, trade authorizations), tracking and logging financial transactions, and coordinating compliance for client documentation. Additional duties include preparing tax packages, supporting client meetings, organizing financial documents, and facilitating communications between clients and staff.
Job Responsibility:
Supports the Investment Consulting Services team with a blend of operational and administrative responsibilities
Acts as a liaison with investment managers, vendors, custodians, and clients