Create and manage agreements, addendums, and NCF documentation.
Pull and compile data or lists as needed for management or special projects.
Track and manage incoming security questionnaires.
Prepare and deploy quarterly score reports.
Maintain and update internal documentation across systems.
Run monthly usage reports and manage user access and permission lists.
Set up new members in the portal with correct permissions and client information.
Update existing member information, including emails, pricing, services, access, and contact details.
Process onboarding documentation and upload to appropriate SharePoint folders.
Schedule onboarding and training calls with ASAs and new members.
Develop and distribute onboarding materials for new members.
Process new retail member setups, including folders, portal accounts, users, and plans.
Manage user updates, such as password resets, troubleshooting, migrations, and access changes.
Process member terminations and handle merger/acquisition transitions.
Schedule meetings, trainings, and client appointments.
Monitor and troubleshoot basic technical issues or escalate as appropriate.
Assist with planning and executing events, including: National Conference, Midyear Meeting, Monthly employee appreciation events, Client tradeshows and advisor events.
Make travel arrangements and coordinate staff activities.
Support the executive team with ad hoc projects and requests.
Onboard and process new client accounts and handle client terminations.
Manage and update client and internal databases, including billing support as needed.
Correspond with clients on new account setup and ongoing service-related questions.
Complete other related duties as assigned.
Requirements
Bachelor’s degree in Business or a related field of study; High School Diploma and equivalent work experience may be substituted
1+ years of experience in a fast-paced, administrative role within a professional office setting
Strong working knowledge of Microsoft Office Suite and demonstrated technical acumen
Excellent written and verbal communication skills
Strong organizational skills with the ability to multi-task, while still maintaining sound work quality/integrity
Client-orientation and willingness to go the “extra mile” when responding to client request – understanding of how to effectively escalate issues as needed
Critical thinker with a solutions-focused work style
Must work well in a team environment with a positive attitude
Minimal travel may be required
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
Comfortable navigating ambiguity
Entrepreneurial mindset to bring best practice ideas to the team
Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive
Visa sponsorship or transfer of an existing visa is not available; applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Benefits
Be an integral part of an early-stage, high-growth organization!
Hybrid work environment
Competitive compensation package including 401(k) with elective and non-elective match opportunities
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