Asset & Title Administration Specialist

Joyal Capital Management, LLC; Plymouth (MA); Sur place; USD 42 000 - 55 000; Plein temps

Résumé du poste

Joyal Capital Management, LLC in Plymouth, MA is seeking an Administrative Specialist for on-site, full-time work. The role focuses on asset retitling, document handling, and comprehensive administrative support for advisors and clients.

You will maintain confidential records, coordinate with attorneys and financial partners, and ensure timely processing and accurate documentation across the firm. Based in Plymouth, MA, this position emphasizes professionalism, integrity, and collaboration as

Responsabilités

• Coordinate administrative process for asset retitling and transfers.
• Prepare, organize, and track documentation required for asset transfers and ownership changes.
• Maintain accurate records of assets, ownership, registration, and related documentation.
• Coordinate with attorneys, financial institutions, insurance companies, title companies, registries, and other third parties as appropriate.
• Follow up on outstanding documentation, signatures, approvals, and transfer requirements.
• Track the status of asset retitling and transfer requests from initiation through completion.
• Ensure completed documentation is properly recorded, filed, and maintained.
• Assist with identifying discrepancies or missing information and coordinating their resolution.
• Maintain confidentiality of client, company, financial, and ownership information.
• Provide administrative support to advisors, management, and other team members.
• Assist with preparing client correspondence, forms, reports, and administrative documentation.
• Coordinate requests between internal departments and outside professionals.
• Maintain accurate client and administrative records within applicable systems.
• Assist with onboarding and ongoing administrative maintenance for clients.
• Provide follow-up support to ensure administrative requests are completed timely and accurately.
• Maintain organized tracking systems for administrative requests and asset-related projects.
• Monitor deadlines and follow up with appropriate parties to keep projects moving.
• Identify opportunities to improve administrative processes and documentation.
• Ensure records are complete, accurate, and easily accessible.
• Assist in developing and maintaining standard operating procedures for recurring administrative and asset-related processes.

Connaissances

Administrative support

Recordkeeping

Document management

Communication

Interdepartmental coordination

Description du poste

Joyal Capital Management, LLC in Plymouth, MA is seeking an Administrative Specialist for on-site, full-time work. The role focuses on asset retitling, document handling, and comprehensive administrative support for advisors and clients.

You will maintain confidential records, coordinate with attorneys and financial partners, and ensure timely processing and accurate documentation across the firm. Based in Plymouth, MA, this position emphasizes professionalism, integrity, and collaboration as