Job Description
Overview
Our client, a Burlington-based boutique investment firm, is seeking a capable and detail-oriented Administrator to join their team. This role, which is 100% in-office, is well-suited to administrative-focused professionals who are self-directed, resourceful, and comfortable working independently in a professional office environment. If you enjoy focused work, problem-solving, and taking ownership of your responsibilities, this opportunity may be a strong fit.
Responsibilities
- Assist in the preparation, review, and tracking of investment documentation, including subscription agreements, investor on-boarding materials, and internal approval processes.
- Coordinate collection and verification ofinvestor information and maintain accurate records and internal systems.
- Assist in the preparation of regulatory filings and ensure they are completed in a timely manner.
- Be the initial point of contact for advisor-relate...