Job Title: Administrative Assistant, Legal
Employer: Boyd Watterson Asset Management
Location: Cleveland, OH
Boyd Watterson is a fast-growing company that focuses on sustaining our collegial culture as it expands. Honesty and integrity are fundamental to our character and relationships. Our managers are dedicated to being available and attentively listening to employees.
The Administrative Assistant, Legal will be primarily responsible for providing administrative support to the General Counsel/CCO and Legal Team to enable them to achieve their respective duties and responsibilities. This position will report to the Chief Financial Officer in our Cleveland, Ohio office. This position also supports the Assistant Vice President, Investor Relations and serves as the backup for the position.
Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.
Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide. We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.
Major Duties and Responsibilities:
Provide administrative support to assigned executives
Maintain Outlook calendars and contacts, as well as the internal meeting calendar
Schedule on-site and off-site meetings; To include the coordination of attendee calendars creation of meeting material, reservation of meeting space and/or conference lines, catering coordination and scheduling of travel for all attendees
Arrange travel for assigned executives and complete expense reports
Organize and maintain files
General Administrative Duties
Type and format documents
Maintain company and compliance records
Assistance with administrative maintenance of compliance system and risk management programs
Prepare and Distribute reports
Prepare reports for presentation, draft memos, edit documents, prepare special notifications as required.
Assist with distribution of regulatory documents
Backup to AVP, Investor Relations during absence or as workflow dictates
Intake, review and process investor subscriptions
Communication with consultants
Maintain records associated with investor documentation
Send prospective investors offering documents for both State and GSA Funds.
Send the appropriate maintenance documents as needed (i.e. additional contribution forms, form of redemption, switch to DRIP) and describe the process associated with the maintenance to clients
Distribute GSA Fund statements, distribution notices, capital call notices, admittance letters, etc.
Review State Fund statements, distribution notices, capital call notices, admittance letters, etc. prior to Ultimus distributing
Export data from AIM to complete client-specific databases
Bookmark side letters
Scan documents to DFS, Fund Administrator, Auditor, etc.
Respond to client inquiries in a timely, professional manner
Provide updates to internal management and sales team as needed
Respond appropriately to clients who submit drafts of subscription agreements
Work with legal to review the subscription agreements
Communicate to clients any required updates or confirm that documents are in good order
Required Education and Experience:
Respect for confidential information
Proficient with Microsoft Office
Ability to prioritize and multi-task in a fast-paced environment
Excellent organizational skills
Excellent written and verbal communication skills
Excellent interpersonal skills
Ability to work well with all levels of internal staff as well as outside clients, consultants, etc.
Boyd Watterson offers a competitive compensation package. Our benefits include Medical, Dental & Vision Plans, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, 401(k) plus match, Paid Time Off (PTO) and Holidays.
Interested candidates can forward resumes to firstname.lastname@example.org