Asset Management Assistant

MANNING & NAPIER ADVISORS LLC

Fairport, NY, United States
Base: $25.00-$28.00ph; bonus/equity: not specified...
Hybrid (4 days in the office, 1 day work from home)
Handle correspondence and mail
Expense management
Maintain office supplies
Manning & Napier Advisors LLC is seeking an Asset Management Assistant to support their Sales and Service Team. The role involves administrative tasks, communication management, and collaboration with various teams to enhance client services

Job Summary

  • Support the Asset Management Sales and Service Team by handling correspondence, expense management, and office supplies.
  • Assist with processing corporate giving requests, managing holiday gifting, and sending welcome kits to new clients.
  • Maintain data integrity in Salesforce, track project deadlines, and handle confidential information with discretion.

Matching Summary

Match Score: 75

Manning & Napier Advisors LLC is seeking an Asset Management Assistant to support their Sales and Service Team. The role involves administrative tasks, communication management, and collaboration with various teams to enhance client services.

Salary

Base: $25.00-$28.00/hr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Handle correspondence and mail
  • Expense management
  • Maintain office supplies
  • Process corporate giving requests
  • Manage holiday card and gifting
  • Process address changes
  • Send welcome kits
  • Process incoming checks
  • Track project deadlines
  • Handle confidential information
  • Microsoft Word, Excel, PowerPoint proficiency

Nice-to-have

  • Adapt to shifting priorities
  • Offer solutions
  • Support team collaboration
  • Improve processes

Key Requirements

  • Minimum 2 years administrative assistant experience
  • Associate/Bachelors degree preferred
  • Salesforce or similar CRM experience is a plus
  • Financial or banking industry experience is a plus
  • Excellent organizational and time management skills
  • Strong written and interpersonal communication skills
  • Ability to prioritize and complete multiple assignments accurately and timely
  • Willingness to learn and adapt
  • Ability to follow Hybrid Policy (4 days in office, 1 day WFH)

Work Rights

Not specified

Tailored Resume

Cover Letter