Support the investment team with recordkeeping for corporate, individual, trust, and GRAT accounts, and assist in coordinating documentation and reporting requests with financial advisors, lenders, brokers,attorneys, and account institutions. Much of this role is a steady stream of small follow-ups ? a vendor who hasn't confirmed a schedule, a tenant waiting on an answer, a document still outstanding ? and you stay with each one until it is genuinely resolved, keeping your manager informed along the way.