If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.
The Opportunity
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.
The 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
The Qualifications
- 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.
This is the pay range that Magnit reasonably expects to pay for this position : $33.33 / hour - $35.71 / hour
Benefits : Medical, Dental, Vision, 401K
QUALIFICATION / LICENSURE
Work Authorization : Green Card, US Citizen, Other valid work visa
Preferred years of experience : 5 years
Travel required : No travel required
Shift timings :
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