Assistant

• Provide customer service and clerical support to Producers and the service team
• Support existing accounts and solicit new business
• Set up prospect and customer files; process dead files; conduct miscellaneous filing
• Answer telephone calls and route calls to others
• Operate fax machines, scanners, printers, and copiers
• Assist with assembly of marketing materials, proposals, and presentations
• Input prospect and customer data into applications and the agency management system
• Provide word processing assistance
• Maintain inventory and coordinate ordering of commonly used office supplies
• Conduct agency billing and process check requests when needed
• Maintain complete and accurate information according to agency management system data standards
• Perform other duties as assigned

Technical Assistant

• Set up prospect and customer files, process dead files, and conduct miscellaneous filing
• Answer telephone calls and route calls to others
• Operate fax machines, scanners, printers, and copiers
• Assist the service team with assembling marketing materials, proposals, and presentations for prospects and customers
• Input prospect and customer data into applications and the agency management system
• Provide word processing assistance as required
• Maintain inventory and coordinate ordering of commonly used office supplies
• Conduct agency billing and process check requests when needed
• Maintain complete and accurate information in compliance with agency management system data standards and data integrity
• Perform other duties as assigned

• File correspondence, pleadings, and other documents
• Index pleadings and other documents
• Communicate with clients, courts, other counsel, and vendors
• Retrieve files
• Scan documents into the iManage system and forward them to attorneys and paralegals
• Assist with preparation for trial, arbitration, and mediation
• Distribute incoming mail and FedEx
• Ensure outgoing mail is routed in a timely manner
• Process HIPAA authorizations
• Handle record acquisition and filing

Case Assistant

• Maintain developed trade control processes, including trade booking, trade validation, trade maintenance, and reporting
• Reconcile trades between front office risk systems and back office sub-ledgers
• Assist the front office with trade bookings for derivative products across multiple risk systems
• Support new products and initiatives
• Provide analysis and KPI/Monetary Instrument Sales reporting
• Support sales and trading desks
• Ensure trades are captured accurately between front office risk systems and back office ledgers
• Develop cross-asset product knowledge using financial instrument accounting knowledge
• Partner with global teams on trade-support controls and practices
• Negotiate decision points around client onboarding choices

Global Markets Trading Assistant

• Provide organizational support to the Merchandising team and partner with the Merchandiser on day-to-day business
• Manage the full life cycle of purchase orders and markdowns
• Issue and maintain purchase orders and reconcile IP and Garpac systems
• Follow up with vendors to ensure timely delivery of goods
• Maintain planned receipt flow and communicate issues
• Manage markdowns for stores and e-commerce
• Create and maintain weekly selling, Hindsight, store, and best-seller reports
• Review and react to sales performance and selling reports
• Maintain data integrity in systems and published documentation
• Assist with pricing strategies, assortment plans, sales forecasts, and sales analysis
• Organize and manage samples for meetings, archives, e-commerce photo shoots, and sample sales
• Manage the e-commerce photo shoot process, calendar, seasonal line sheets, and shot lists
• Partner with the Web Merchant to ensure new products go live and are merchandised in New Arrivals
• Monitor industry trends and evaluate competitors in stores and online
• Track competitor pricing and promotions and propose business-driving ideas

Assistant Merchandiser

• Prepare conflicts reports
• Enter and maintain data in the conflicts database
• Support activities related to the Conflicts Department’s responsibilities
• Prepare and finalize conflict check reports using Intapp Open for lawyers, analysts, and other staff
• Communicate with lawyers and staff about conflict checks and missing information from Intapp request forms
• Validate conflicts-check requirements with requesting lawyers or attorney support team members
• Update conflicts databases and conduct corporate research using internal and external resources
• Coordinate database updates with the Accounting Department and other departments
• Provide department-function coverage during work, after hours, and weekends as needed
• Support special projects with Senior Assistants
• Protect and maintain sensitive, confidential, privileged, financial, and proprietary information

OGC Assistant – Conflicts

• Assist officers with due diligence support for the origination, closing, and conversion of multifamily loans
• Ensure necessary loan documents are accurate and delivered to Portfolio Services in a timely manner
• Order, review, and track credit, appraisal, engineering, and environmental reports
• Process invoices for payment and prepare environmental report memos
• Review construction contracts, insurance binders, and other closing/conversion materials
• Review loan applications and complete due diligence on borrowers and development teams, including reference and credit checks
• Prepare term sheets and commitment letters with mortgage officers after loan approval
• Review SONYMA commitments for pension fund permanent loans
• Prepare construction, permanent, Freddie Mac, and SONYMA loan packages for Portfolio Services
• Oversee document scanning to Navigator
• Perform market research for individual projects
• Maintain and frequently update loan pipeline status
• Coordinate with closings coordinators, borrowers, borrower teams, mortgage officers, and Portfolio Services to complete closing packages
• Provide closing checklists and track received items until files are complete
• Participate in closing calls and schedule closing dates
• Maintain contact lists and coordinate events, conferences, sponsorships, and ticket purchases with External Affairs and mortgage officers
• Act as Office Manager for the Central Region/Syracuse field office, including supplies, invoices, expense reports, travel, meetings, and administrative duties
• Maintain office administrative and project files
• Keep office attendance records and report monthly to CPC Central Office
• Prepare monthly Mortgage Officer American Express expense reports

Assistant Mortgage Officer – Multifamily & Affordable Housing Lending

• Assist mortgage officers with due diligence support for origination, closing, and conversion of multifamily loans
• Ensure loan documents are accurate and delivered to Portfolio Services in a timely manner
• Order, review, and track credit, appraisal, engineering, and environmental reports
• Process invoices for payment and prepare environmental report memos
• Prepare closing packages for construction, permanent, Freddie Mac, and SONYMA loans
• Review construction contracts, insurance binders, loan applications, borrower and development-team references, and credit checks
• Prepare term sheets and commitment letters with mortgage officers
• Oversee document scanning into Navigator
• Perform market research
• Maintain and update loan pipeline status
• Coordinate closing packages, checklists, conditions, conference calls, and closing dates with borrowers, attorneys, coordinators, mortgage officers, and Portfolio Services
• Maintain contact lists and coordinate events, conferences, sponsorships, and event-ticket purchases
• Act as Office Manager by ordering supplies, processing invoices and expense reports, scheduling travel and staff meetings, and performing administrative duties
• Maintain office administrative and project files
• Keep office attendance records and report monthly to CPC Central Office
• Prepare monthly Mortgage Officer American Express expense reports