Account Manager

Why Assistantly:

At Assistantly, we connect talented professionals with opportunities tailored to their skills and aspirations. Join our vibrant unicorn community, where you'll enjoy remote work flexibility, competitive pay, and a supportive environment designed for professional growth.

Unicorn Role Overview:

The Account Management Support Specialist plays a vital role in supporting the Account Management and Operations teams by handling administrative tasks related to account setup, investor onboarding, client support, and distributions. This position is essential in ensuring smooth operations, reducing response times, and enhancing the overall client experience.

As part of this role, you will engage with accredited investors and sophisticated fund managers, requiring professionalism, strong attention to detail, and excellent client service skills. If you thrive in a fast-paced environment and are highly organized, we’d love to hear from you!

What You’ll Do:

• Account Setup & Administration
• Assist with LLC filings and EIN acquisition for new client accounts.
• Support business account openings and onboarding on the platform.
• Maintain and update account records in internal systems.
• Monitor incoming distributions and notify the operations team for processing.
• Investor & Document Management
• Set up offering document templates in DocuSign.
• Download, organize, and track signed investor documents.
• Assist with investor onboarding and account setup.
• Client & Investor Support
• Respond to investor inquiries and support-related questions.
• Submit and track support tickets to ensure timely resolution.
• Maintain strong client relationships by ensuring timely follow-ups.
• Collaborate with Account Managers to address investor needs and concerns.
  

Only resumes submitted in English will be considered.

• 3+ years of experience in a client support, administrative, or financial services role.
• Experience with client onboarding or financial account management.
• Strong knowledge of DocuSign, Monday.com, and HubSpot.
• Highly organized with strong attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Comfortable working in a fast-paced, deadline-driven environment.
• Strong communication skills (phone, email, Slack, etc.).
• A proactive problem-solver who takes initiative.
• Ability to collaborate cross-functionally with Sales, Account Management, Compliance, Operations, and Accounting teams.

Preferred Qualifications:

• Interest in real estate or alternative investing is a plus.

Tools You’ll Use:

• DocuSign (document management, investor agreements)
• Monday.com (task tracking, workflow management)
• HubSpot (client relationship management, support tickets)
• Microsoft Office & Google Suite (spreadsheets, reporting, email)

Time Commitment: Full-Time, 40 hours per week

Schedule: Monday - Friday, 9:00 AM - 5:00 PM EST

• Competitive pay above market rates.
• Permanent work-from-home opportunities.
• Full-time positions tailored to your availability.
• Health & Wellness Allowance.
• Opportunities for professional development within the Assistantly community.
• Be part of a vibrant and supportive community of Unicorns.