Job Title:
Operations Assistant
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Apr 7 2021
Boston financial institution is seeking an Operations Assistant to add to their team. This individual will be responsible for processing capital call/ distribution notices and financial statements and uploading them to the document storage system. This individual will also take on a range of administrative tasks to support the Portfolio Analytics Group, while providing excellent customer service both internally and externally. The Operations Assistant will need to be highly organized and able to prioritize tasks.

Position Responsibilities:
  • Monitor public email account for calls, distributions, correspondence, partnership financial statements, and capital accounts
  • Process requests within the notice (confirmation of receipt, wiring instruction approval, etc.)
  • Ensure all relevant documents are included and follow-up when necessary
  • Convert hard copy financials to electronic version (internally or externally)
  • Upload documents including annual reporting responses to document storage system
  • Monitor Annual and Advisory Meeting attendance, upload materials to document storage system
  • Ensure receipt of annual audited statements
  • File and maintain partnership performance files
  • Facilitate any materials, requests and responses to departments, as needed

Position Qualifications:
  • Bachelor's Degree
  • 1-2 years' work experience
  • Excellent customer service skills both internally and externally
  • Exception written and verbal communications skills
  • Highly organized and is able to prioritize tasks
Required Years of Experience:
Additional Info:
For more information contact: Lindsay Flynn (617) 728- 4100 |
Salary Range:
$45,000- $50,000


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