Your work will include, but not be limited to:Portfolio AdministrationSelf-review of tasks performed, including client deliverablesManage and prioritize tasks and workflowsServe as a liaison between advisors and broader PMFA operations teamField questions related to client data, reports or any items as a result of workResearch and resolve issues related to client informationClient Services AdministrationServe as a liaison between internal staff, custodian, and others as neededPreparation of new account paperwork and account changesPreparation of account transfer paperwork and verification of asset transfer eligibilityEnsure timely completion of account transfers and other paperwork processingFrequent communication with custodians and internal staffMonitor and follow up on alertsIdentify and communicate client service opportunities to internal professionalsAssist with money movement activitiesGeneralAdhere to PMFA policies and proceduresDevelop, document and/or maintain process policies and procedures for departmentFrequent interaction with internal and external professionals and clientsCross train and back up to other team members roles in operationsAssist in testing and roll out of system upgrades, system integration and new technologyCoordinate workload with other client service associatesReview agreements and be familiar with terms to ensure paperwork is in complianceThe qualifications. Client service orientation combined with creative problem solving skillsStrong written and oral communication skillsAbility to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clientsAbility to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress toleranceWhat makes us different?