Private Wealth Management Assistant

Philadelphia, PA

Post Date: 02/22/2018 Job ID: 10556351 Industry: FIN Consulting
The Private Client Assistant Supports a team of Relationship Managers, Relationship Associates and Managing Director(s) with all administrative duties of the office. This position is also responsible for assisting with client deliverables and ensuring adequate support for the office. This role requires a broad set of skills rooted mainly in administrative experience as well as comfortability working with and supporting external Clients.
Client and Departmental Support:" Support the department staff in the day-to-day activities related to servicing our client base. Help ensure client needs are being met and BBH services are properly delivered, ensuring clients are 100% satisfied with BBH. Deliver high quality client communications through professionalism and etiquette at all times. " Be alert to client complaints when speaking with clients. Troubleshoot and follow through with administrative processes to resolve client issues." Create (standard or customized) client presentation materials (using Word, PowerPoint)." Compile/assemble marketing materials, maintain database, schedule resources including people, meetings, rooms, and equipment.
" Liaise directly with clients on account opening documentation, funds transfer requests, account balances, etc." Handle asset transfers including funds transfers and check requests daily" Responsible for preparing and processing account documentation including account opening/closing/maintenance and investment policy statements" Demonstrate interest in developing a familiarity with BBH Private Client investment products, capital allocation recommendations & strategies as well as BBH Private Banking Credit markets and strategies." Compliance to privacy and confidentiality standards a must Administrative Duties: " Answer phone calls, respond to inquiries, take accurate messages and direct callers to appropriate parties. Ensure no call or communication goes unaddressed. Make sure all client facing work is delivered in timely, high quality manner. Compliance to privacy and confidentiality standards a must. " Sort and distribute mail, fax, make copies, file, gather and arrange materials and relevant information for supervisor or assigned project. Ensure accuracy when filing client documents and handling client material." Complete travel and expense reports and plan and organize meeting arrangements and calendars." Proactively manage the administrative processes tied to the day to day management of the office to find ways of improving efficiencies within the office.
" Prepare client correspondence, including mail merge projects and event invitations. " Organize and maintain Records Management database and storage schedule." Order supplies either locally or through Purchasing office as needed." Perform various other related duties as required to facilitate the productivity of the department." Backup for Office Manager on office administration duties. Assume critical role in assisting with audit reviews.
" Minimum of 1 to 5 years' experience in an administrative or client service support role " Proficiency required in word processing and spreadsheet applications (i.E. Microsoft Suite)" General knowledge and understanding of security markets and industry compliance requirements preferred (i.E. Fixed income, equity)
" Finance experience a plus" Ability to interact and work closely with team members in a busy environment under pressure" Strong multitasking and organizational abilities" Must be dependable and detail oriented, with excellent communication and interrelationship skills. Must take initiative and possess good follow up skills." Professional telephone demeanor and appearance

Brian Flanigan

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