CitiStaffing

Provide administrative and project coordination support to the CTO and senior leadership, including calendar management, document preparation, vendor coordination, and event planning. | Bachelor's degree or equivalent experience, 3+ years in administrative or project coordinator roles, strong organizational, communication, and technical skills with MS Office proficiency. | ADMINISTRATIVE ASSISTANT/PROJECT COORDINATOR - $85-110K Global firm has an excellent opportunity to join their collaborative environment in a role supporting the CTO and team with administrative support and project coordination. This position is perfect for a motivated, efficient and detail orientated individual with strong communication skills. Responsibilities Include: • Provide administrative assistant to the CTO and their Chief of Staff. • Coordinate senior leadership team’s calendars, including scheduling appointments, arranging meetings, and anticipating needs • Assist with drafting presentation and briefing materials • Submit and receive purchase orders, coordinating renewals and vendor follow ups as needed • Maintain data and project updates for internal check-ins and coordination with other teams, assist with project reporting and communication with all parties involving deadlines, deliverables, status updates, and the like • Manage the IT Contracting process including coordination with the legal team and facilitating document review across necessary parties • Assist with planning and coordination of team events occasionally • Provide back-up admin support to other team members as required. • Work on special projects as assigned. Qualifications Include: • Bachelor's degree or equivalent experience is strongly preferred • Minimum of 3 years of experience in an administrative or project coordinator role (or one that combines both) working in a fast-paced environment • Exceptional organization, project management, and time management skills • Outstanding interpersonal and communication skills, both verbal and written • Strong technical skills; Proficiency in MS Office Suite (specifically Outlook, Word, Excel, and PowerPoint)

Manage client service operations including asset movements, account opening, margin reviews, risk management, and process improvements within a brokerage environment. | Bachelor's degree, Series 7 or Series 99 license, 5+ years brokerage operations experience, knowledge of Pershing preferred, expert Microsoft Office skills, and interest in business analytics. | Operations Manager NYC based Investment firm is seeking a motivated, experienced professional to work in an internally facing Client Service/Operations team. Series 99/Series 7 license is mandatory. The ideal candidate will hold an undergraduate degree and will have a minimum of 5 years of relevant experience supporting traditional brokerage processes including asset movements, account opening, margin, etc. Successful candidates have a deep understanding of the processes they support and the impact each process has on other components of the business. Candidate will be responsible for the training of some of the more junior staff on a Client Services team of 8 people. Experience working with Business Analytics tools and with Pershing are a plus. Responsibilities include: • Research and respond to internal inquiries by phone/email • Review and initiation of asset movement requests (Wires, ACH, Checks, Certificates, etc.) • Account Opening – review client documentation, verify accuracy and completeness, review for AML compliance • Review of Margin Accounts for potential house/fed calls • Liaison between Portfolio Management teams and Clearing Firm (Pershing) • Risk Management – identify exceptions and escalate to management where appropriate • Provide input with respect to ongoing process improvement Requirements Include: • Bachelors degree required • Must have Series 7 or Series 99 • Minimum of 5 years of experience in Operations (knows way around asset movement, account opening, maintenance, corporate traders, ACAT actions, DTC or COD trade settlement, etc.) • Knowledge of Pershing preferred • Expert level knowledge of Microsoft Office • Interest in data, business analytics/tools, comfort with pulling from a data warehouse and create pivot table/reports/dashboard

Provide high-touch client service, establish new accounts, process trades and allocations, and coordinate with Trading and Compliance teams. | Must have Series 7, 63 or 66 licenses, strong Excel and PMS skills, relevant experience, and market knowledge. | Portfolio Associate Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets. SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.