RKL LLP

Executive Assistant

• Assist in facilitating client contact for Partners as needed (e.g. conference call scheduling, action item follow up, providing updates to client regarding engagement status etc)
• Coordinate and schedule all supporting Partner meetings (internal and external)
• Communicate changes in estimated payments and billing to all parties involved (internal and external)
• Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions
• Reconcile, code and organize credit card expenses
• Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content
• Provide general administrative office support as needed, including answering and routing incoming calls, processing daily outgoing mail, assisting with marketing mailings, filing, welcoming visitors and providing strong customer service/hospitality
• Prepare memos, correspondence, reports, meeting minutes, presentations and other materials
• Coordinate executive outreach and external relations efforts, while overseeing special projects

• Assist in facilitating client contact for Partners as needed
• Coordinate and schedule all supporting Partner meetings (internal and external)
• Communicate changes in estimated payments and billing to all parties involved
• Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions
• Reconcile, code and organize credit card expenses
• Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content
• Provide general administrative office support as needed
• Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff in various offices
• Prepare memos, correspondence, reports, meeting minutes, presentations and other materials
• Coordinate executive outreach and external relations efforts, while overseeing special projects
• Manage phone calls and email
• Coordinate travel arrangements for Partners
• Coordinate firm client events and sponsoring opportunities

Manager

• Consult with individual and institutional clients to develop investment objectives and constraints
• Collaborate with wealth advisory team on trust, estate, and financial planning matters
• Develop target portfolios based on the client investment management agreement
• Effectively present investment strategies to clients
• Implement investment process and analytical framework
• Set investment strategy to adapt to market fluctuations
• Prepare investment portfolio reviews and reports for clients
• Conduct ongoing research on global economics and financial markets
• Ensure compliance with banking laws, rules, regulations, and policies
• Maintain confidentiality with external and internal information
• Proactively and effectively communicate information to team members

Portfolio Manager

Solutions Engineer

• Provide consulting services to advise on best practices to use and implement best ERP solution for the client
• Support the design, development and deployment of solutions and applications that help clients optimize the value they derive from their accounting and financial strategies
• Perform maintenance and administrative tasks in both production and non-production environment
• Manage and assist clients through proactive contact with prompt resolutions
• Key point of contact for ERP implementations, upgrades and support, from kick off meeting/requirements gathering to testing, go-live and support
• Analyze impact of specific requirements on the platform and identify the optimum way to migrate to the new platform – both functionality and data
• Identify opportunities to improve performance and proactively challenge system usage to maximize return on investment
• Ensure successful implementation and client satisfaction through project sign-off and survey follow up
• Check deliverables of vendor partners to make sure they are fit-for-purpose and guide and coach teams as necessary
• Build and maintain client relationships with business and technology stakeholders
• Develop and test detailed functional designs for business solution components and prototypes
• Follow set company processes, guidelines and framework
• Work with team to be a subject matter expert providing best-practice guidance on financial business processes and implementation approaches
• Participate in sales and marketing activities as needed
• Maintain confidentiality with external client information as well as internal employee and firm information
• Other duties as assigned

Executive Assistant

Executive Assistant

Portfolio Manager

Junior Solution Architect