Financial Operations Administrator

Position Overview:
Our client, an independent asset management consulting firm, is seeking a proactive, detail-oriented Operations Administrator to join their dynamic team.
This individual will play a critical role in managing client workflows, facilitating communication, and supporting key operational and administrative functions.
The ideal candidate will be self-sufficient, a strong problem solver, and able to manage multiple priorities effectively while maintaining a positive client experience.
Key Responsibilities:
Client Workflow Management:
Coordinate and manage client workflows, ensuring tasks are completed accurately and on time.
Serve as the central point of contact for clients, addressing inquiries and providing timely updates.
Communication and Client Interaction:
Foster strong client relationships through responsive, thoughtful, and professional communication.
Manage email traffic for the Managing Director, ensuring prompt follow-up and attention to key priorities.
Communicate portfolio updates, prepare client books, and assist with client questions.
Administrative and Operational Support:
Assist in preparing pitch decks, portfolio analyses, and other client-facing materials.
Stay on top of deadlines and proactively manage competing priorities.
Provide support for portfolio updates and facilitate smooth communication between the firm and its clients.
Problem Solving and Independence:
Work independently to address challenges and develop creative solutions.
Proactively identify and implement improvements in workflows and processes.
Team Collaboration and Training:
Collaborate with team members to ensure seamless client service delivery.
Take advantage of the ample training provided to excel in the role and support overall firm operations.
Qualifications:
Bachelor's degree or equivalent work experience preferred.
Exceptional written and verbal communication skills.
Highly organized with strong attention to detail and the ability to manage multiple priorities effectively.
Demonstrated ability to work independently, solve problems, and make decisions with minimal supervision.
Proficiency in creating professional materials such as pitch decks and client-facing reports.
Ability to stay responsive and meet deadlines in a fast-paced environment.
A client-centric mindset with the ability to foster positive experiences and relationships.
Prior experience in asset management, consulting, or a related field is a plus but not required.
What We Offer:
A flexible work environment that supports work-life balance.
Ample training and professional development opportunities.
A collaborative and supportive team culture.
If you are a self-motivated professional with a passion for client service and operational excellence, we encourage you to apply for this exciting opportunity.