Our firm continues to grow and with this growth, we have a need for an Assistant to the Back Office Manager. As this is a general office position, no experience is necessary but is highly encouraged.

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You can expect to:

• Help maintain accounts

• Perform portfolio accounting and recordkeeping

• Assist other teammates as necessary

We're a close-knit team and we all help each other.

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You should also be:

• Able to accomplish tasks with minimal supervision

• Technologically savvy

• A great communicator

• Detail-oriented

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Initial Key Areas of Responsibility include but not limited to:

• Processing of disbursement transactions including outgoing wires, checks, and journals

• Processing of deposit transactions (such as checks)

• Account maintenance such as account changes, set up online access, document scanning, standing instructions

• Ensuring compliance with both internal and regulatory policy and procedures

• Performs other duties and responsibilities as required or assigned by supervisor which may include special projects