. Acts as a liaison between PIs and OPAM to communicate and resolve any issues that arise concerning expenditures. Assists... and related labor distributions. Additional Details: Work schedule consistent with standard Monday - Friday business hours...
before they arise and ensure a seamless, concierge-level experience across all interactions. 6. Collaboration... and documentation in CRM - Service Request Turnaround: 24–48 hours for standard requests (RMDs, updates, distributions...
, coordinating communications and resolving issues that arise. Conduct annual client review meetings and provide updates.... Assist with ad hoc trades and distributions on client accounts. Review, research, and correct paperwork, as needed. Ensure...
efforts as well as other product related initiatives as they arise. Job responsibilities Execute risk focused oversight... model that address all aspects of Fund Operations including: daily/monthly net asset values, distributions, expenses...