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Description
About: Grey Eminence Capital Funds is a comprehensive one-stop partner for financial services, specializing in IPO facilitation, investment banking, Private placement of shares, institutional funding, and expert consulting. We excel at guiding clients through complex financial transactions, unlocking growth opportunities, and delivering tailored investment solutions. Committed to integrity, innovation, and excellence, we aim to be the premier partner for all capital and investment needs. We are seeking a detail-oriented and highly organized Administrative Specialist to provide comprehensive administrative and operational support to our team. This role involves coordinating daily office activities, managing documentation, and serving as a liaison between departments to ensure efficient workflow. Responsibilities Greet and assist clients in person, by phone, and via email with professionalism and discretion. Schedule meetings and maintain calendars for financial advisors Prepare and process client documentation (applications, compliance forms, disclosures, etc.). Maintain accurate client records and ensure all documentation is filed in accordance with regulatory standards. Handle data entry for financial systems, including CRM and investment platforms. Monitor deadlines and follow up on outstanding items with clients and internal teams. Assist in on-boarding new clients and maintaining client engagement workflows. Coordinate logistics for meetings, including preparing reports and presentation materials. Order office supplies and manage general administrative tasks such as mail, filing, and invoicing. Ensure adherence to company policies, confidentiality agreements, and compliance guidelines. Manage daily schedules and appointments for the MD. Respond to and manage all incoming and outgoing communication, including emails, phone calls, and letters. Take dictation and minutes from MD and accurately enter data. Develop and carry out an efficient documentation and filing system Qualifications Bachelor’s degree in business, finance, or related field preferred. 2+ years of experience in an administrative or support role within financial services or a related industry. Strong organizational and time management skills. Excellent communication and interpersonal abilities. Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and financial CRM systems. Familiarity with financial compliance regulations (e.g., FINRA, SEC) is a plus. Ability to handle confidential information with integrity and discretion. Show more Show less
