Job Description
Description
We are looking for a dedicated Administrative Business Partner to join our team in Marshall, Michigan. In this role, you will provide comprehensive administrative support to ensure the smooth operation of investment-related processes and client interactions. This is a Contract to permanent position, offering an excellent opportunity to develop your expertise in a collaborative and fast-paced environment. This role is 100% onsite, M-F, 8am-5pm.
Responsibilities:
• Prepare and process documentation for new investment accounts, including quotes and business proposals.
• Generate financial and investment illustrations, presenting results to clients effectively.
• Submit and track paperwork with agencies and investment firms, ensuring timely completion and compliance.
• Communicate with external parties to facilitate fund releases and resolve processing issues.
• Monitor applications for compliance, address concerns...
We are looking for a dedicated Administrative Business Partner to join our team in Marshall, Michigan. In this role, you will provide comprehensive administrative support to ensure the smooth operation of investment-related processes and client interactions. This is a Contract to permanent position, offering an excellent opportunity to develop your expertise in a collaborative and fast-paced environment. This role is 100% onsite, M-F, 8am-5pm.
Responsibilities:
• Prepare and process documentation for new investment accounts, including quotes and business proposals.
• Generate financial and investment illustrations, presenting results to clients effectively.
• Submit and track paperwork with agencies and investment firms, ensuring timely completion and compliance.
• Communicate with external parties to facilitate fund releases and resolve processing issues.
• Monitor applications for compliance, address concerns...