Update APX and client portal for new/closed accounts and contacts
Quarterly invoice review
Executive reporting
Create client presentations (entry level)
Advisory channel support
o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel
o Check custodian interfaces for advisor channel activity (pull down/save reports)
o Advisory sales tracking (pull down/save reports)
Work with sales associates to assist in ongoing CRM maintenance
Validate and track client cash flows
NY Office Management (25% of time)
Provide professional front desk presence and premium service
Intraday conference room and pantry maintenance
Process mail and packages
Receive and put out meals for special events as needed
Receive and stock weekly coffee, fruit, dairy product deliveries
Provide weekly inventory of office supplies to Office Management team
Private Wealth US (20% of time)
Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage.
Print and distribute monthly and quarterly reports via mail and ShareFile
Deposit checks
Must have requirements to be successful in this role:
Strong knowledge of and familiarity with investment management industry and funds administration
Bachelor's degree in Business Administration, Finance or related field is ideal, however we will consider a mix of academic and relevant practical experience;
Experience in the investment management industry
Proactive, self-reliant, thorough, organized, and able to work independently and as part of a team
Attention to detail, strong analytic ability
Ability to manage priority requests and work under pressure
Intermediate-level Excel skills
Strong writing and editing skills
Skills/Experience not required but a plus: PowerPoint, Salesforce, SEISMIC
Additional Information:
Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
#LI-Hybrid
#LI-Hybrid
For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.
Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.
Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or
Benefits
Health insuranceVision insuranceFlexible scheduleEquity / stock options
Additional Information
At Fiera Capital
We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:
Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
Your Rewards & Recognition: We deeply value our people and their contributions and that's reflected in our competitive compensation and benefits packages and our collaborative culture.
Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.
Fieracapital · NY