Private Investment Management (PIM) Client Administration Operat

Here's the deal. You can do top-notch work for a world-class organization and make a difference in people's lives. It's that simple.

We're The Capital Group Companies, a 75-year-old investment management company that prides itself on creating an environment in which our associates feel they can succeed and be valued for their contributions. We're the home of American Funds, one of the three largest mutual fund families in the United States. The benefits of working at Capital include interesting work, exceptional colleagues, a comfortable workplace, competitive salaries and bonuses, and health and life benefits from day one.


Job Description
Here's the deal. You can do top-notch work for a world-class organization and make a difference in people's lives. It's that simple.

We're The Capital Group Companies, a 75-year-old investment management company that prides itself on creating an environment in which our associates feel they can succeed and be valued for their contributions. We're the home of American Funds, one of the three largest mutual fund families in the United States. The benefits of working at Capital include interesting work, exceptional colleagues, a comfortable workplace, competitive salaries and bonuses, and health and life benefits from day one.The associate in this position will provide support to four to seven Trust Administrators and the Manager of Administration in the Personal Investment Management (PIM) division of Capital Guardian Trust Company. PIM works with high net worth individuals and their intermediaries (CPAs, financial advisors, consultants, family office, etc.). The associate will also work closely with personal investment counselors and associates in our portfolio control, mutual funds, and operations areas. Daily responsibilities include all aspects of cash processing such as checking/calculating available cash balances in multiple accounting systems, preparation of requests for wires, checks, or ACH disbursements, and cash transfers. Additional responsibilities include: communicate directives to custodian banks and internal departments; draft correspondence and/or finalize drafted correspondence from the Trust Administrators; follow-up on all tasks to their completion; assist with special projects and the reporting needs of our clients and our business; prepare documentation in the opening/closing of accounts, maintenance of accounts and coordinate this effort with other departments and our custodian banks; attend meetings; assist Trust Administrators/Manager with addressing client and internal inquiries; answer departmental telephones; schedule and set-up meetings and conference calls in an internal system. Other duties: as identified.
Hours 8:00-5:00, overtime may be required.Qualifications

Minimum 5 years experience in financial service industry, supporting multiple people is preferred

Ability to work on and manage multiple projects/tasks with varied and changing priority levels

Ability to work well under the pressure of high volume and set and/or aggressive deadlines

Ability to follow established procedures, as well as think creatively and solve problems

Excellent written, verbal and telephone communication skills

Exceptional organizational and analytical skills

Strong numbers orientation and attention to detail

Self-directed team player, with strong customer service orientation

Solid computer skills required (Word, Excel, Access, PowerPoint, and Lotus Notes preferred)

College degree preferredWe offer excellent salaries, a progressive environment and a premier benefits package that includes:
Medical, dental and vision coverage effective day one

Three weeks vacation in year one

15% of annual salary plus bonuses contributed by the company to your retirement plan, up to IRS limits

Generous educational assistance

Health club subsidy

Paid, comprehensive training programs

Team-oriented working environment

Business casual dress
We are proud to be an Equal Opportunity Employer.