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About the Role

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for an Analyst to join our Advisory Department.

Responsibilities

Assist with client delivery activities, including new client acceptance, engagement letters, client billing (including commission-based billing), client banking, and other related activities.
Work with BMFO-specific systems, including CNB Business Suite, Easilink, and Agilink, handling permissions, admin support, and verbal confirmations across multiple banking profiles.
Support wealth management platforms like Black Diamond and Arch/Canoe.
Assist in preparing reports, pulling private equity and other statements, and organizing data for new client onboarding and integration.
Provide administrative services to support leadership and professionals, including managing calendars, itineraries, agendas, organizing meetings, and coordinating travel.
Perform office tasks such as filing, scanning, preparing mail packages, and handling ad-hoc projects.
Provide system data entry support, including entering new clients into information systems, and maintaining accurate records.
Coordinate annual non-tax filings and liaise with corporate legal services (e.g., Eminutes and Paracorp).
Track, monitor, and coordinate annual filings across the practice, ensuring timely communications with relevant entities.
Oversee and monitor client delivery workflow tools, assisting account leads with upcoming deadlines and filings.
Track status reports and maintain communication with engagement teams and clients.
Work with performance manager to establish and meet utilization goals and targets.
Meet billable hours and utilization targets as part of performance objectives.

Requirements

Minimum of three years of administrative experience, preferably in a business management or professional services environment.
Ability to proactively troubleshoot problems, ask questions for clarification, and understand when to escalate.
Excellent interpersonal and communication skills.
High attention to detail.
Ability to prioritize competing requirements and/or deadlines.
Proficiency in Microsoft Office Suite applications and web-based research skills.
Ability to learn firm-wide applications and technology packages.
Highest degree of integrity, professionalism, diplomacy, and discretion required.
Team player with a positive attitude.
Flexibility to work required overtime during busy periods or as needed.

Skills

Microsoft Office Suite
Web-based research

Location

New York, NY

Work Type

Full Time

Experience Level

Experienced Level

Education Level

High School diploma or equivalent
Completed coursework from an accredited college/university is preferred

Salary/Compensations

$70,000.00 - $125,000.00

Benefits

Competitive compensation
Competitive benefits
Flexibility to manage personal and professional life

About the Company

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration.
We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise.
Our team of collaborative, innovative professionals are at the ready to support your professional development.