The Administrative Services team is comprised of two separate groups: Account Managers and Client Care Representatives.

Administrative Services takes our expertise in administering financial transactions and offers that service to external entities to support their portfolios. This group provides the same high level of service we pride ourselves on to these partner companies.

The Account Managers in the Documentation Preparation group work in concert with the sales force of the external company to manage, document and book transactions. In addition, the Client Care Representatives within the Portfolio Management group are mandated with providing exceptional customer service support to the clients of the partner company once transactions are booked and active.

If Administrative Services interests you and you are detail-oriented with excellent customer service skills, send us your résumé today!