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Account Manager at Assistantly. Why Assistantly:. At Assistantly, we connect talented professionals with opportunities tailored to their skills and aspirations. Join our vibrant unicorn community, where you'll enjoy remote work flexibility, competitive pay, and a supportive environment designed for professional growth.. Unicorn Role Overview:. The . Account Management Support Specialist. plays a vital role in supporting the . Account Management and Operations teams. by handling . administrative tasks related to account setup, investor onboarding, client support, and distributions.. This position is essential in ensuring . smooth operations, reducing response times, and enhancing the overall client experience.. As part of this role, you will engage with . accredited investors and sophisticated fund managers. , requiring . professionalism, strong attention to detail, and excellent client service skills.. If you thrive in a . fast-paced environment and are highly organized,. we’d love to hear from you!. What You’ll Do:. . Account Setup & Administration. . . Assist with . LLC filings and EIN acquisition. for new client accounts.. . Support . business account openings. and onboarding on the platform.. . Maintain and update . account records. in internal systems.. . Monitor incoming . distributions. and notify the operations team for processing.. . . Investor & Document Management. . . Set up . offering document templates. in . DocuSign.. . . Download, organize, and track . signed investor documents.. . . Assist with . investor onboarding. and account setup.. . . Client & Investor Support. . . Respond to . investor inquiries. and support-related questions.. . Submit and track . support tickets. to ensure timely resolution.. . Maintain . strong client relationships. by ensuring timely follow-ups.. . Collaborate with . Account Managers. to address investor needs and concerns.. . . . Only resumes submitted in English will be considered.. . . 3+ years of experience. in a . client support, administrative, or financial services role.. . . Experience with . client onboarding. or . financial account management.. . . Strong knowledge of . DocuSign, Monday.com, and HubSpot.. . . Highly . organized with strong attention to detail.. . . Ability to . manage multiple tasks. and prioritize effectively.. . Comfortable working in a . fast-paced, deadline-driven environment.. . . Strong . communication skills. (phone, email, Slack, etc.).. . A . proactive problem-solver. who takes initiative.. . Ability to . collaborate cross-functionally. with . Sales, Account Management, Compliance, Operations, and Accounting teams.. . . Preferred Qualifications:. . Interest in real estate or alternative investing. is a plus.. Tools You’ll Use:. . . DocuSign. (document management, investor agreements). . . Monday.com. (task tracking, workflow management). . . HubSpot. (client relationship management, support tickets). . . Microsoft Office & Google Suite. (spreadsheets, reporting, email). . Time Commitment:. Full-Time, 40 hours per week. Schedule:. Monday - Friday, 9:00 AM - 5:00 PM EST. Company Location: Philippines.