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Coordinate logistics for conferences, client events, sponsorships, and marketing campaigns. Manage registrations, travel, vendors, materials, timelines, CRM data, and reporting. Support collateral production, campaign execution, and cross-team communication to ensure events and marketing projects run smoothly and on schedule.

Coordinate and execute conferences, client events, sponsorships, and marketing activities. Manage registrations, travel logistics, vendors, collateral, marketing calendars, CRM data, and event reporting while supporting internal teams and business development efforts.

The Operations Assistant will support the Operations team with banking tasks, reconcile financial records, generate statements, and assist clients, while identifying process efficiencies.

As an Operations Assistant, you will support the Operations team with banking back-office tasks, manage client account operations, conduct reconciliations, assist with client support, and enhance operational efficiencies.

Support investment management by monitoring portfolio allocations and cash, preparing performance reporting and analytics, reconciling discrepancies, maintaining investment systems, coordinating model updates, assisting liquidity and cash flow analysis, and improving/documenting processes while collaborating with CIO and internal teams.

Coordinate and track internal and external audits, maintain compliance trackers and audit-ready documentation, support policy updates and regulatory filings, collaborate across teams to close gaps, identify compliance risks, support training tracking, and improve compliance processes to ensure timely remediation and accountability.

Support day-to-day investment operations by monitoring allocations and cash, preparing performance reporting and analytics, reconciling portfolios, maintaining investment systems, coordinating model updates, and assisting with liquidity analysis and special projects while ensuring data integrity and cross-department collaboration.

Manage fiduciary account billing by monitoring balances and aging, communicating with clients and authorized representatives, coordinating payments, documenting account status, and partnering with internal teams to resolve or transition accounts to keep receivables current and processes consistent.

Coordinate onboarding logistics and workspace readiness, support employee experience and office culture, manage office operations, vendors, facilities, and front desk, and partner with HR leadership on workplace initiatives and projects.