What are the responsibilities and job description for the Administrative Associate position at Boyd Consulting Partners?
Company Overview:
Boyd Consulting Partners is an independent advisory firm that provides customized investment solutions and high-level client service. As a Client Administrative Associate, you will play a crucial role in supporting the client process and contributing to the growth of our company.
Job Description:
We are seeking a highly organized and detail-oriented individual to join our Client Advisor Team. The successful candidate will be responsible for providing administrative support to our Partners, including:
- Assisting with cash management for ultra high net worth clients, overseeing the process, and ensuring all tasks are processed and completed
- Cash management for the team's private equity capital calls and distributions, billing/fees, and overseeing separate account cash balances
- Assisting with meeting preparations, including printing and binding meeting materials
- Managing the calendar for the team, which includes keeping the schedule of client meetings and ensuring quarterly calls and meetings are being calendared
- Assisting with investment subscription agreement documents
- Serving as a reporting admin analyst, capturing statements that come in for 'balance sheet' reporting and filing/storing
- Helping to gather/send tax documents, including 1099s, K1s, etc.
- Helping with Partners' travel and coordination
- Helping with Parners' expense report management
- Serving as a backup for the team's Associates on simple reporting - Running basic Black Diamond performance reports for G2/G2 clients (standard clients) where there is little customization
- Managing the team's prospect pipeline reports
- Managing inputs to the CRM system/weekly meeting emails to management and confirming that all documents are uploaded into CRM from meetings
- Managing the internal compliance process by ensuring that all pitch books and non-standard books are being uploaded through Basis Code and edits/feedback is incorporated into the final presentation
- Providing administrative support on new account process. Working with the team to complete onboarding spreadsheets and serving as the final quality control when reviewing new account forms either for new clients or conversion.
- Leading an onboarding discussion with new clients – calling clients to walk through accessing Schwab portal, setting up paperless statements, etc.
Requirements:
- Bachelor's degree preferred
- Minimum 4 years' experience within Financial Services (preferably with an SEC registered investment advisor) providing administrative and operational support
- Strong software skills (Excel, PP, Word)
- Working knowledge of e-money planning software and Advent's Black Diamond a plus, although not required.
