Account Manager

Summary

Join Assistantly's vibrant team as an Account Management Support Specialist! This remote role supports Account Management and Operations by handling administrative tasks for account setup, investor onboarding, client support, and distributions. You'll ensure smooth operations, quick response times, and excellent client experiences. This position involves interacting with investors and fund managers, requiring professionalism and attention to detail. If you're highly organized and thrive in a fast-paced environment, apply now! We offer competitive pay, remote work flexibility, and opportunities for professional development.

Requirements

• 3+ years of experience in a client support, administrative, or financial services role
• Experience with client onboarding or financial account management
• Strong knowledge of DocuSign, Monday.com, and HubSpot
• Highly organized with strong attention to detail
• Ability to manage multiple tasks and prioritize effectively
• Comfortable working in a fast-paced, deadline-driven environment
• Strong communication skills (phone, email, Slack, etc.)
• A proactive problem-solver who takes initiative
• Ability to collaborate cross-functionally with Sales, Account Management, Compliance, Operations, and Accounting teams

Responsibilities

• Assist with LLC filings and EIN acquisition for new client accounts
• Support business account openings and onboarding on the platform
• Maintain and update account records in internal systems
• Monitor incoming distributions and notify the operations team for processing
• Set up offering document templates in DocuSign
• Download, organize, and track signed investor documents
• Assist with investor onboarding and account setup
• Respond to investor inquiries and support-related questions
• Submit and track support tickets to ensure timely resolution
• Maintain strong client relationships by ensuring timely follow-ups
• Collaborate with Account Managers to address investor needs and concerns

Preferred Qualifications

Interest in real estate or alternative investing is a plus

Benefits

• Competitive pay above market rates
• Permanent work-from-home opportunities
• Full-time positions tailored to your availability
• Health & Wellness Allowance
• Opportunities for professional development within the Assistantly community
• Be part of a vibrant and supportive community of Unicorns