Administration Support Jobs in New York, New York, NY

Administration Support

Job Code: TJ_108164
Job Location: New York, New York
Zip Code:
Job Category/Title: Administration Support
Employment Category: Contract - Corp-to-Corp, Contract - Independent, Contract - W2
Position Type:
Travel Required: No
Interview Type:
Education: Associate Degree
Experience: 3-5 year(s)
Job Description: Become an integral part of the Client Onboarding Team, leveraging knowledge of legal documents and fund subscription best practices and procedures. Interact directly with external administrators, internal operations, and legal/compliance, including AML and KYC teams.

Responsibility to work independently and as part of a team to onboard private fund subscriptions, which may routinely require research and follow-up with other divisions of Brokerage. These areas include, but are not limited to private fund businesses, Portfolio Management, Fund Controller groups, Wealth Management teams, internal and external Legal teams, Tax, Treasury, external fund administrators, and IT. Help to promote efficiencies and best practices in client Onboarding and investor services teams.

Primary Job Duties can include:
Overall client Administration Support
Reviewing and finalizing new account opening documentation
Assist in the processing of Investor Assignments
Investor and contact data entry and database maintenance and other administrative/operational support
Fund and investor data analysis
Accurate and timely resolution to a wide variety of investor inquiries and problems, some of which may be complex in nature
Manage client entitlements to the Merchant Banking Investor Portal and specific fund and investor related content
Tax, FATCA, CRS related administrative support
Complete special assignments with internal teams
File required paper and electronic documents for books and records
IT systems User Acceptance Testing

Skills Required:
3-5 years of work experience in financial services
Heavy background in Investor/Client Onboarding experience, including KYC and AML
BA/BS in Finance or related field
Paralegal certificate or JD (preferred but not required)
Excellent written and verbal communication
Problem resolution
High attention to detail
Excellent follow-up skills
Highly organized
No. of Posts: 1
Job Expiry Date: December 13, 2017
Telecommute: No
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