Account Manager

Summary

Join Assistantly's vibrant community and enjoy remote work flexibility and competitive pay as an Account Management Support Specialist. You will play a vital role in supporting the Account Management and Operations teams by handling administrative tasks related to account setup, investor onboarding, client support, and distributions. This position ensures smooth operations, reduces response times, and enhances client experience. You will engage with accredited investors and fund managers, requiring professionalism, attention to detail, and excellent client service. The role involves managing multiple tasks, prioritizing effectively, and collaborating with various teams. If you thrive in a fast-paced environment and are highly organized, this is the perfect opportunity for you.

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