Financial Advisor Assistant

Responsibilities:- Provide support to Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments- Partnering with the RegD and Product Management teams, regarding qualification and after sales/performance inquiries- Maintain relationships with Fund Managers and Business Partners- Provide premier Operational services to high profile Financial Advisors- Ability to flex between high volume of Financial Advisors requests/calls and other tasks/projects- Streamline and maintain the tax reporting process for AI products- AD Hoc Projects and Reports required by management

Qualifications- Bachelor's degree required- Alternative Investments knowledge a plus- 3-4 years of experience in the financial services industry- Proficient in the Microsoft suite of products (Excel, PowerPoint, Word, Access)- Excellent written and verbal communication skills- Excellent attention to detail and follow-up- Ability to thrive in a fast paced and changing environment​​