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Essential Job Functions include but are not limited to:
Obtain and review meeting notes (Client Meetings and Portfolio Management Committee Meetings) immediately following each client meeting and determine action items
Work with consultants and coordinate internally to ensure all items are completed by established deadline. Proactively and regularly communicate with Consultant providing status updates on current projects and open items
Actively monitor new account set up process. Periodically check in with attorney during document review (or monitor through CMS). Ensure custodian is notified and appropriate accounts are opened. Identify funding sources, timing of redemptions, and that appropriate directives are written and distributed to ensure a timely transition. Consider asset exposure during times of transition
Complete subscription and adoption agreements on behalf of clients
Assist in compliance functions such as SEC annual custody audit and other required filings
Act as an "in office" resource to clients- especially administrators and other plan professionals. Establish credibility as an alternative to the consultant with consistent timely and accurate responses
Implement asset allocation mixes set by Committee or Client for each Plan. Maintain targets by raising cash from overweight asset classes within ranges and rebalance as directed
Monitor assets through regular communication with the custodian and managers. This includes monitoring cash account movements for discretionary services clients
Understand account structure at custodian and regular cash flow movements and Instruct and authorize custodian and/or investment managers to transfer assets among managers and asset classes to maintain asset mix targets for fiduciary clients
Become a proficient user to wire system used to generate and distribute client directives
Provide excellent, ongoing customer service to each client by providing immediate, knowledgeable responses to questions and concerns. Initiate proactive communications with client
Develop and facilitate the implementation of formal procedures
Lead more junior members of staff in daily and monthly work, special projects, and consultant support including provision of technical assistance and training
Must be available for occasional overnight business travel
Bachelor's degree with a concentration in accounting, finance or economics required
Five year related experience
Familiarity with custody, investment consulting, and investment management operations would be a distinct advantage
Ability to meet frequent tight deadlines in a detail oriented environment with a high level of accuracy
** If you wish to be considered for this position, please send your resume to https://segalco.taleo.net/careersection/segalextwqm1011/jobsearch.ftl?lang=en&portal=8100016024
We welcome you to voluntarily self-identify (i.e., Ethnicity, Disabled, Veteran status): http://www.segalgroup.net/careers/applicant-voluntary-self-id-forms/#all
Affirmative Action/Diversity Inclusion at Segal: At Segal, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their differences. We also engage in good faith efforts to maintain an environment free from discrimination and harassment in strict compliance with applicable laws, and consider all qualified candidates for employment without regard to their race/ethnicity, national origin, color, religion, gender, sexual orientation, gender identity or expression, age, disability or medical condition, protected veteran or military status, criminal record history, marital status, or status in any group or class protected by applicable federal, state or local law. We also engage in affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and protected veterans. Maintaining a diverse and inclusive workforce is a win/win, and provides Segal with the opportunity to leverage our top talent to provide innovative solutions to our clients.