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    Urgent Search: Client Support - Halifax, Canada - Castle Hall

    Castle Hall
    Castle Hall Halifax, Canada

    4 days ago

    Default job background
    Accounting / Finance
    Description

    COMPANY DESCRIPTION


    Castle Hall Diligence is a leading specialist in operational, investment, ESG and cybersecurity due diligence of alternative and traditional asset managers.

    With a rapidly growing team of 80+, Castle Hall has become the largest, dedicated due diligence organization worldwide, operating from offices in Montréal and Halifax, Canada; Abu Dhabi, UAE; Manila, Philippines, and Sydney, Australia.

    Castle Hall's core competitive advantage is DiligenceHub, our proprietary online diligence platform, which has helped our clients review diligence across more than 6,000 fund entities.

    More information about our company can be found at


    Castle Hall is an entrepreneurial, dynamic and fast-moving company looking to add a Client Support Specialist to our Halifax team.

    This role is in response to the increasing demand for Castle Hall's services and the firm's commitment to executing an effective and well-constructed product.

    The successful candidate will be given the opportunity for personal and professional growth.


    RESPONSIBILITIES

    • Responsively and professionally address daily inquiries, ensuring an exceptional standard of customer service delivery.
    • Maintain meticulous and current records within our CRM software, guaranteeing data precision and easy accessibility.
    • Offer dedicated assistance to Castle Hall's leadership team and clientele.
    • Cultivate robust communication channels by closely collaborating with staff across all offices on a daily basis.
    • Cultivate and nurture enduring relationships with external parties and Castle Hall personnel.
    • Contribute to fulfilling leadership obligations by providing vital insights and analytical support.
    • Validate and organize diverse documents for Castle Hall's operations.
    • Efficiently oversee and manage emails and support mailboxes.
    • Collaborate closely with the leadership team on various projects and assignments.
    • Manage diverse trackers essential for client support team operations.
    • Address and promptly respond to diverse requests from support mailboxes.
    • Analyze internal systems to proactively recommend enhancements for optimizing workflow efficiency.
    • Create accurate and detailed reports for leadership on a weekly and monthly basis.
    • Attend various meetings, diligently record minutes, and track outstanding action items.
    • Undertake additional support and administrative tasks as needed by Castle Hall's leadership team.

    DESIRED SKILLS AND EXPERIENCE

    • A Bachelor's degree or College diploma in Finance, Business Administration, and/or a related discipline would be considered an asset.
    • Exhibit a strong work ethic characterized by professional integrity and a positive, proactive attitude.
    • Approach tasks with a pragmatic, solutions-oriented mindset, seeking effective resolutions to challenges.
    • Display exceptional attention to detail, ensuring accuracy and precision in all work performed.
    • Showcase excellent organizational skills, effectively managing tasks, priorities, and deadlines.
    • Demonstrate computer proficiency, particularly with the full MS Office Suite, and showcase strong Excel skills.
    • Present a polished, energetic, and professional demeanor, reflecting the company's values and commitment to excellence.
    • Knowledge of the financial industry is considered an asset, enhancing understanding and context in the role.
    • Prior experience in a similar role is an asset, providing valuable insights and familiarity with the responsibilities.
    • Familiarity with HubSpot and SharePoint is considered an asset, facilitating seamless integration and workflow management.
    • Possess the ability to adapt priorities and manage time effectively in a fast-paced environment, maintaining productivity and meeting deadlines.
    • Foster the development and maintenance of collaborative working relationships, promoting teamwork and cooperation.
    • Exhibit strong communication skills, both written and verbal, enabling effective interaction with team members and clients.
    • Embrace a teamwork mindset, working collaboratively and cooperatively with colleagues to achieve shared goals.


    We are seeking an ideal candidate who can effectively work from home and has a suitable designated workspace with the necessary amenities to support their remote work setup.


    WHAT WE OFFER

    • An opportunity to work with some of the most recognized hedge funds, private equity, private credit, real estate, and long-only funds in the world on behalf of some of the largest institutional investors in the world.
    • An opportunity to be a part of a highly successful and growing organization.
    • An opportunity to work in a highly diversified fast-paced global business in the financial industry.
    • Benefits plan including health spending account and health and dental coverage.
    • Pension plan with increasing contribution matching based on tenure.
    • Competitive compensation package, including paid vacation days and additional bonus days off during summer and holidays.
    Castle Hall Diligence is proud to be an Equal Opportunity Employer. We firmly believe in celebrating diversity and fostering an inclusive environment that welcomes and values employees from all backgrounds. We are committed to providing equal opportunities for growth, development, and success for all members of our team.
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