• Answer phones 8:30am - 5pm
• Filing and organization of company information
• Generate statements for customers and information vendors
• Organization of contracts, documents and SalesForce records
• Review expiration and renewal reports for customers and vendors weekly
• Schedule customer calls and meetings
• Assist with contract amendments and updates
• Assist with prospecting, market research and LinkedIn / Email outreach
• Manage CEO meeting and travel schedule
• Organize CEO email and flag critical responses as needed
• Office organization
• Expense reports

• Strong written / oral communication skills
• Reliable and punctual
• Works well in a small, close knit team
• Flexible and willing to take on tasks and responsibility
• Highly organized
• Self motivated

Highly competitive medical, dental, vision, 401K, 2 weeks paid vacation after 6 months of employment

Real Time Financial News aggregator servicing large institutional clients, Boutique Asset Management servicing High Net Worth Investors and Retail Stock Analysis Products.