Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio Managers.
Work with Advisors, as well as a larger regional team of Administrators.
Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.