Mariner · 3 months ago
Administrative Assistant, Institutional Cash Management
United States
Full-time
Remote
Entry Level
2+ years expMariner is a company seeking an Administrative Assistant to support the Director of Institutional Cash Management. The role involves operational support, document processing, and project coordination related to cash management activities.
ConsultingFinancial ServicesRisk Management
Responsibilities
New client onboarding
Monthly/daily/weekly ICM operating activities
Work with Clearwater Analytics to address client accounting questions
Assist director with various ad hoc projects and support where needed
Qualification
Required
Some college with an emphasis in a financial field of study
Customer service supporting financial clients or interacting with financial services and systems
Positive attitude and exceptional client service demeanor
Exceptional written and verbal communication skills
Ability to take direction from various individuals
Great organizational and multi-tasking skills
Working knowledge of Microsoft Word, Excel, and Outlook and ability to learn financial operating systems
Preferred
2+ years in a similar role
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Investment News
2026-01-21
Morningstar.com
2025-08-26
2025-05-02
Company data provided by crunchbase