Responsibilities

• Prepare and process client documentation and input transaction requests as directed by Advisors and Portfolio Managers.
• Collaborate with Advisors and a regional team of Administrators to support day‑to‑day operations.
• Maintain the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
• Book and prepare files for client meetings, respond to time‑sensitive requests during meetings, and prepare correspondence to ensure a quick and efficient response to inquiries about MD products and services.
• Maintain a follow‑up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
• Support research and resolution of a variety of client concerns and contribute to special projects as required.
• Complete monthly compliance‑related tasks, such as compliance repo...