Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $44.2 billion of assets under management (as of 12/31/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit
http://www.glenmede.com.This position will require most days in the office, with the potential for occasional remote days. (Princeton, NJ).
Overview:
The purpose of this position is to provide proactive administrative and analytical support to the Princeton Office and the Princeton Regional Director.
Responsibilities:
Client and Relationship Manager Support.
Act as an initial point of contact for client inquiries and team communications. Independently handle certain routine to moderately complex client (internal and/or external clients) matters and undertake research or take needed action to resolve (with guidance from senior officers where appropriate). Serve as direct back-up to other team/office support professionals to provide team-based coverage. Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests, and updating client information. Monitor and review daily reports for accuracy, action items, resolution, and follow-up. Coordinate client meetings, including scheduling, dining arrangements, travel, security and other related activities. Assist in the reception of client guests, and answer office phones as needed. Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions; and keep appropriate parties informed. Manage the daily schedule and prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax or other departments to ensure deadlines are met.
Administrative, analytical and office support.
Manage daily administrative needs and ensure confidentiality of all sensitive information. Manage e-mail and telephone traffic. Organize mail and maintain correspondence. Upload documents into Salesforce and prepare correspondence as needed. Prepare Vision reports for the Relationship Managers on the team. Prepare expense reports, track petty cash, and submit invoices. Provide project support with PowerPoint presentations, spreadsheets, and other materials. This may involve research and interviews of other staff members for appropriate content. Ensure the cleanliness and overall appearance of the office including meeting rooms and reception area. Draft professional written correspondence. Assist business development team with research, mailings, data input, and correspondence. Partner with Office Services and order supplies. Coordinate with property manager and staff for on-site visits, maintenance, etc. Interface with HelpDesk and Office Services for technology and phone related issues; ensure office has proper equipment.
Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.
Required Qualifications:
- Bachelor’s degree or equivalent experience required.
- Minimum of five years of relevant work experience in a financial services environment is preferred.
Preferred Qualifications:
- Excellent verbal and written communication skills.
- Utmost discretion is required.
- Mastery of Microsoft Office and ability to adapt to IT applications as needed.
- Knowledge of Client Relationship Management (CRM) system is required; Salesforce.com is preferred.
- Motivated individual with professional presence.
- Must be proactive and anticipate needs.
- Proven organizational, multi-tasking and problem-solving skills.
- Proven ability to work well under pressure.
- Accuracy and attention to detail is essential.
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind:
Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate.
Glenmede will not tolerate discrimination or harassment based on any of these characteristics. https://www.glenmede.com/equal-opportunity-employer/** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
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