What are the responsibilities and job description for the Private Client Relationship Associate/Administrative Assistant position at Brown Advisory?
Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.
Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Position Summary
Our Private Client team delivers highly customized and comprehensive service to our clients. As a key member of this team, the Private Client Relationship Associate/Administrative Assistant will execute on a wide range of tasks while maintaining proactive account administration. The Private Client Relationship Associate/Administrative Assistant will follow the firm’s best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients’ investments, estate planning, and account administration, and well as administrative support.
The primary duties and responsibilities include but are not limited to:
- Partner with key internal stakeholders within Client Service, Operations, Private Investments, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day account administration for clients.
- Proactively perform daily transaction reconciliation for all accounts, working in portfolio management platform, as well as circulation and confirmation of capital calls and distributions, and completion of subscription documents.
- Coordinate with managers, custodians, and accountants to collect, organize and distribute various tax documentation, statements, and bank reports.
- Maintain CRM contact records, meeting activity, and sales pipeline for clients and prospects.
- Process mail and arrange for FedEx/messengers, receipt and deposit of checks.
- Organize client communications, i.e. donation receipts, files, etc.
- Manage calendar for senior members of the team, and assist with booking travel and submitting expenses.
- Complete administrative, operational, and ad hoc client-related projects as needed.
Qualifications:
- Bachelor’s required; degree in Finance or Business preferred
- 3 years experience preferred; financial services industry experience a plus
- Proficiency with M.S. Office suite including Excel, Word & PowerPoint
- Experience working in Salesforce and Addepar a plus
- Strong quantitative, analytical, and interpersonal skills
- Highly organized work style; detail-oriented and accurate
- Ability to multi-task and adapt to changing priorities to meet team demands
- Collaborative team-player; self-motivated with a strong work ethic
- Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
- Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
- Exhibits excellent communication skills, both verbal and written
- Eager to contribute and learn, ask questions and provide solutions
- Ability to work in Washington D.C. office location
Salary: $65-$82k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
- Medical
- Dental
- Vision
- Wellness program participation incentive
- Financial wellness program
- Gym membership discounts
- Fitness event fee reimbursement
- Corporate gym membership discounts
- Colleague Assistance Program
- Telemedicine Program (for those enrolled in Medical)
- Adoption Benefits
- Daycare late pick-up fee reimbursement
- Basic Life & Accidental Death & Dismemberment Insurance
- Voluntary Life & Accidental Death & Dismemberment Insurance
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Pet Insurance
- 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Salary : $65,000 - $82,000
