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 Opportunity

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. 

 

Company Overview

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                                                   

    • Mail/ship

    • 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 careers@boydwatterson.com