Jay A. Fishman, LTD., Investment Counsel · 6 hours ago
Client Services Administrator
Troy, MI
Full-time
Onsite
New Grad, Entry LevelJay A. Fishman, Ltd. Investment Counsel is an independent investment counseling firm providing investment management and financial consulting services. The Client Services Administrator supports core administrative and operational functions, ensuring accurate execution of internal processes and client-related administration.
AdviceConsultingFinancial Services
Responsibilities
Support client onboarding, account documentation, and recordkeeping
Create and handle quarterly client investment performance reports
Support compliance-related processes and internal controls
Provide general operational and administrative support
Qualification
Required
Professional communication and discretion
Ability to work collaboratively in a team environment
Preferred
Background in finance or investment services preferred
Familiarity with Black Diamond portfolio management software is helpful
Benefits
Health, dental, and vision benefits
Paid time off and holidays
Internally managed profit-sharing and retirement plan
Company
Jay A. Fishman, LTD., Investment Counsel
Jay A. Fishman, Ltd.
Founded in 1970
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase