·Review and create materials for clients: Quarterly/monthly review presentation materials
•Create and maintain Client-Related Procedures ensuring a control-oriented environment
•Write minutes and document client meetings
•Manage master service and investment management agreement compliance
•Liaise with Compliance and legal on all Client Presentations as they relate to legal and compliance footnotes
·Support Clients with Ad-Hoc requests
·Maintain client database
·Manage client signatory lists and information delivered to the Trust Administration Committees
·Attend client meetings
·Manage outstanding items for Client Plan Audits
Experience: .Undergraduate degree (R); MBA a plus
.2-3 years related business experience
.Customer focus with attention to detail
.Skilled/Knowledgeable in Asset Management
.Superior analytical and proactive problem solving skills Demonstrate ability to identify/implement efficiency and process improvements
•Superior written/verbal communication skills
•High level of integrity
•Demonstrate leadership and teamwork qualities
•Skilled in Microsoft Office products and using technology
•Strong understanding of business risk issues and commensurate internal control environment
Please send your resume to George Habachi at
To Apply to this job go to http://www.GadBall.com or click here
Wednesday, August 29, 2007