- Provide day-to-day operations and administrative support to the Private Investment Team
- Work with Advisors to enroll Qualified Investors in Private Investment Funds
- Manage client subscription agreements and ensure paperwork completion
- Adhere to all fund compliance requirements
- Coordinate with internal departments to track client requests
- Maintain data integrity across systems
- Research client issues in cooperation with back-office partners
- Guide and train peers on new tasks
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