Asset Management Assistant
Manning & Napier, Rochester, NY, United States
As an Asset Management Assistant, you will support the Asset Management Sales and Service Team. The Asset Management Assistant will demonstrate the ability to elevate issues as appropriate and work in tandem with the Asset Management Advisor Consultants, Relationship Managers and Associate Team towards achieving fulfillment of client, prospect, third party advisor, and consultant related requests. You will report to the Director of Asset Management Services.
Responsibilities
Handle correspondence, including email, USPS mail, overnight mail, ensuring prompt responses on behalf of Advisor Consultants/Relationship Managers
Responsible for expense management for Advisor Consultants
Maintain office supplies, Marketing Materials, Business Card ordering and more in support of Asset Management
Coordinate with Marketing to send out materials to Third Party Advisors/Consultants
Assist with processing Corporate Giving requests
Manage and facilitate yearly holiday card & holiday gifting
Process address changes for advisors, consultants and end clients
Send welcome kits to new clients
Process incoming checks for clients custodied at Exeter Trust Company
Support collaboration with team members & across various departments to problem solve & improve processes
Handle confidential information with discretion, adapts to shifting priorities, and seeks opportunities to offer solutions
Track deadlines on projects to ensure deliverables align with company objectives
Assist with special projects that support the office as needed and assigned
Other duties as assigned
CRM Responsibilities
Enter, edit, and monitor prospect, lead and contact information in Salesforce
Convert leads to contacts when appropriate
Data integrity as it pertains to address change information for clients, Third Party Advisors and Broker Dealers, as well as clean-up & special projects
Qualifications
Education & Experience- Associate/Bachelors preferred; minimum of 2 years experience in an Administrative Assistant role
Exposure to/or experience with Salesforce database or similar CRM is a plus
In-depth knowledge of Microsoft Word, Excel and PowerPoint
Experience working in the financial or banking industry is a plus
Excellent organizational and time management skills
Strong written and interpersonal communication skills
Ability to prioritize and complete multiple assignments in an accurate and timely manner
Willingness to learn and adapt to firm needs
Ability to follow the Firm’s Hybrid Policy (4 days in the office, 1 day Work from home)
Compensation Expected hourly rate between $25.00-$28.00/hr
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Responsibilities
Handle correspondence, including email, USPS mail, overnight mail, ensuring prompt responses on behalf of Advisor Consultants/Relationship Managers
Responsible for expense management for Advisor Consultants
Maintain office supplies, Marketing Materials, Business Card ordering and more in support of Asset Management
Coordinate with Marketing to send out materials to Third Party Advisors/Consultants
Assist with processing Corporate Giving requests
Manage and facilitate yearly holiday card & holiday gifting
Process address changes for advisors, consultants and end clients
Send welcome kits to new clients
Process incoming checks for clients custodied at Exeter Trust Company
Support collaboration with team members & across various departments to problem solve & improve processes
Handle confidential information with discretion, adapts to shifting priorities, and seeks opportunities to offer solutions
Track deadlines on projects to ensure deliverables align with company objectives
Assist with special projects that support the office as needed and assigned
Other duties as assigned
CRM Responsibilities
Enter, edit, and monitor prospect, lead and contact information in Salesforce
Convert leads to contacts when appropriate
Data integrity as it pertains to address change information for clients, Third Party Advisors and Broker Dealers, as well as clean-up & special projects
Qualifications
Education & Experience- Associate/Bachelors preferred; minimum of 2 years experience in an Administrative Assistant role
Exposure to/or experience with Salesforce database or similar CRM is a plus
In-depth knowledge of Microsoft Word, Excel and PowerPoint
Experience working in the financial or banking industry is a plus
Excellent organizational and time management skills
Strong written and interpersonal communication skills
Ability to prioritize and complete multiple assignments in an accurate and timely manner
Willingness to learn and adapt to firm needs
Ability to follow the Firm’s Hybrid Policy (4 days in the office, 1 day Work from home)
Compensation Expected hourly rate between $25.00-$28.00/hr
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