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July 1, 2021

Administrative Assistant

Two Point Capital Management is an investment management firm catering to high net-worth individuals and families. We are proud that our disciplined approach to investing spans 22 years of long-term outperformance. Our firm is growing and with this growth comes opportunity. At Two Point we believe in creating development opportunities to help each team member reach their career and personal goals. The culture at Two Point Capital Management encourages individuals to pursue a career path that piques curiosity and passion while bringing excellence to a dedicated team of individuals that strive to deliver the ultimate customer experience.

Title: Administrative Assistant

Job Type: Full-time

Compensation: Competitive Salary, benefits package, professional development opportunities

Location: Pittsford, NY

Education: Bachelor’s Degree Preferred

Reports to: Operations Manager

Summary: Seeking a dedicated and motivated team member to work in a collaborative environment in our office. This person will perform a wide range of administrative and support activities to ensure the firm operates at an optimal level. We value self-starters with a drive to continuously acquire skills and knowledge that will allow for growth and longevity with our firm.

Responsibilities Include (but are not limited to):

  • Assist with the on-boarding of new clients
  • Collect, scan and file client forms
  • Use CRM to manage the on-boarding process
  • Assist with client requests
  • Supply clients with reports, paperwork, statements when asked
  • Coordinate and maintain firm calendars
  • Schedule client reviews
  • Open, screen and route incoming mail
  • Scan and digitally file incoming and outgoing correspondence
  • Assist with all aspects of firm events
  • Make travel reservations
  • Monitor and maintain office supplies
  • Answer incoming calls
  • Assist with client and prospect communications
  • Monitor and communicate IT issues/ equipment maintenance with IT firm
  • General office duties as assigned


  • Proficient in Word, Excel, Outlook, Salesforce/ CRM
  • Excellent written and verbal communication skills
  • Balance and prioritize tasks assigned
  • Team player with ability to problem-solve, and think outside the box
  • Detail oriented
  • Self-starter with ability to work independently
  • Handle confidential matters with discretion
  • Abide by the Code of Ethics outlined by the CFA Institute

Two Point Capital Management is an Equal Opportunity Employer.

If you are interested in applying for this position, please email your resume and cover letter to:

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Call us at 585-586-1731 or contact us to set up an exploratory consultation.