Senior Representative, Alternative Investments
Westlake, Texas, United States of America
Full Time
2 weeks ago
$40,000 - $76,000 USD
No Visa Sponsorship
Key skills
Time Management
About this role
Role Overview
- responsible for processing distributions accurately on behalf of our clients
- mitigate risk and exposure to the organization
- pay out all dividends, returns of capital, and reinvested shares
- process distribution election changes
Requirements
- College degree preferred
- Prior experience with alternative investments and distribution experience is preferred
- Detail oriented, ability to work effectively with minimal supervision
- Team player with capability to help maintain a positive work environment
- Strong analytical and decision-making skills
- Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines
- Exceptional quality and productivity in current role
- Ability to handle and resolve complex problems
- Strong verbal and written interaction skills including ability to explain complex processes
- Effective time management skills and ability to prioritize and multi-task
- Strong PC skills
- Word, Excel and Access
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career