This is a procedures-focused role crucial to supporting various operational functions and ensuring the smooth execution of financial processes. Given the position’s focus on the preparation of client/internal reports and documents, transaction processing using internal systems and the creation of marketing materials, a strong orientation to detail is critical to supporting the team and firm. Strong organizational skills and high standards of accuracy and efficiency will contribute to success in this role. As this role functions in a small office environment, an openness to handling administrative and office support responsibilities (such as providing back-up support) in a proactive manner is essential. An important function to the role also involves marketing intelligence involving the gathering, analyzing and interpretation of data about the market, consumers and competitors. The role is classified at the assistant or associate levels depending on skills and experience.