What are the responsibilities and job description for the Client Administrator position at Bernard P. Donegan, Inc.?
Client Administrator
The Firm
An MSRB registered Municipal Advisory consulting firm working in New York State and specializing in all areas of Municipal Finance.
Purpose of Position
Work with a team to coordinate and execute the financing process and facilitate compliance with ongoing disclosure requirements for the Company’s municipal clients.
Key Responsibilities
- Preparation of offering documents for municipal financings in the bond market
- Assess clients’ financing needs on an ongoing and project-based basis
- Structure and timing of debt issuance based on clients’ needs and legal guidelines
- Work with client team to coordinate applications for and management of NYS grant and financing programs
- Monitor and fulfill ongoing post-issuance compliance requirements
- Request and compile information from clients, counsel, and engineers to prepare financing documents and analyses
- Create and modify Excel and Word documents to prepare and update various reports
- Review and proofread deliverables prepared by other team members
Qualifications
- Ability to work independently and with a team in a fast-paced and high volume environment
- Self-motivated with a strong work ethic
- Ability to organize and manage multiple priorities with strong attention to accuracy and detail while still meeting deadlines
- Excellent attention to detail and proofreading skills
- Strong verbal & written communication skills
- Strong mathematical skills
- Ability to pass Series 50 exam and other qualifying exams as deemed applicable to the position
Experience
- Must possess proficiency in Microsoft Excel and Microsoft Word
- Associate degree (or higher) in Business Administration, Finance, or related field preferred
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Supplemental Pay:
- Bonus opportunities
Education:
- Associate (Required)
Work Location: In person
Salary : $50,000 - $65,000