Key skills
Communication
About this role
Role Overview
- Managing a team of supervisors and administrators responsible for providing the full suite of investor services to the clients assigned to that team.
- The team will be responsible for processing investor transactions in client funds, including investor due diligence to satisfy applicable AML/KYC requirements
- Preparation, review and distribution of all investor reporting, including monthly account statements, transaction confirmations and performance reports.
- Reconciling fund bank accounts on a daily basis, and processing applicable money movements from such accounts as authorised by the client.
- Managing external client relationships and internally establishing effective working relationships with other departments within the company.
- Ensuring all client communication is accurate and timely and consistent with applicable service level agreements
- Assisting with the initialization and transitioning of new clients, including document review and bank account opening.
- Participating in presentations to new clients, as requested.
- Responding to ad hoc client and investor queries
Requirements
- Accounting, Finance, Legal or Business Degree
- Min. 3.0 GPA
- Strong verbal and written communication skills
- Strong analytical and problem-solving skills
- Ability to work effectively both within a team structure and individually.
- Strong inter-personal skills
- Good initiative tempered with identifying when escalation is required.
- Strong systems, product and process knowledge
- Reliable and Dependable
- Approachable
Benefits
- remote and hybrid working arrangements
- fully paid comprehensive health and well-being benefits