Answers questions, directs requests to appropriate partners and works with other partners effectively to exchange information.
June 26, 2020
Performs general administrative activities including screening and directing incoming phone calls, composing and typing general correspondence including emails and prioritizing, distributing and acting on mail.
July 10, 2020
Support high profile fund managers in their fundraising efforts by assisting their financial advisor clients through the subscription process.
July 20, 2020
Manages complex and demanding calendars (including with our EU team), coordinating with rest of the admin team as well as external partners.
July 26, 2020
Actively engages with executive's direct report team to ensure alignment of priorities and open communication paths.
August 23, 2020
Collaborate with technology product management and development teams to optimize user experience through enhancements to the company's proprietary technology and online workflows.
October 01, 2020
Assist financial advisors with the onboarding process, including website registration and the submission of investor subscription and AML documents.
October 02, 2020
Provide on-going support to financial advisors and investors, communicating information timely and accurately, and ensuring overall client satisfaction.
October 11, 2020
Schedules executive domestic and international travel in compliance with existing policies and procedures.
October 16, 2020