Operations Assistant-Portfolio Mgmt

New York, NY

Onsite  -  NON IT - Administrative / Clerical  -  Contract  -  Job ID: 24-02262

Title: Operations Assistants 
Location: New York, NY – Hybrid 
Duration: 6+ contract
Compensation: $30-35/hr. 
Work Requirements: US Citizen, GC Holders or Authorized to Work in the U.S.

The admin is client facing and will need to have extremely strong interpersonal and scheduling skills. The role involves heavy scheduling and is a central point of contact for the Portfolio Management team. Ideally this candidate has 4-6 years experience in this kind of role. (May turn perm.)***

Duties:

  • Will assist with the Portfolio Management team's service delivery processes and provide outstanding client service.
  • Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires.
  • Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.

Responsibilities:

  • Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books
  • Distribute Investment Policy statements and Re-allocation Letters
  • Schedule PM client review meetings
  • Create and submit expense reports in a timely manner
  • Answering phones and queries from clients
  • Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for PM

Skills:

  • *Minimum of 5 years' computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint).
  • *Minimum 5 years' experience in an administrative capacity.
  • Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients.
  • Strong organizational and prioritization skills.
  • Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred.
  • Experience in Investment Services experience preferred.
  • Must be a self-started with a 'can do' attitude.

Our benefits package includes: 

  • Comprehensive medical benefits
  • Competitive pay, 401(k)
  • Retirement plan
  • …and much more!

About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.
 
INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
 
 

24-02262

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