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Investor Operations Associate

Company: IBM Group
Location: Seattle
Posted on: April 9, 2021

Job Description:

The Investment Operations & Associate is responsible for ensuring compliance with the Company's financial plans and policies, and is directly responsible for its accounting practices, the maintenance of its fiscal records, and the preparation of financial reports. BASIC FUNCTION:-- The Investor Operations Associate is responsible for ensuring compliance with the Company's financial plans and policies, and is directly responsible for its accounting practices, monthly investor operations deliverables and the maintenance of its fiscal records, and the preparation of financial reports. QUALIFICATIONS: EDUCATION, KNOWLEDGE, TRAINING, & WORK EXPERIENCE:

  • Bachelor's degree or higher
  • 1-2 years of client data operations in a financial services retail or other database administration environment
  • Demonstrated organizational and project management skills; ability to manage multiple responsibilities and changing priorities
  • Exceptional listening, written and verbal communication, and relationship-building skills
  • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent skills in data control, administration, maintenance, and reporting
  • Ability to recognize escalation situations and promptly report issues appropriately
  • Highest level of integrity and confidentiality skills
  • Pass extensive criminal and credit background checks ESSENTIAL FUNCTIONS:
    • Provide operational and administrative support to client services personnel in daily business practices and processes
    • Act as a primary point of contact for custodian issues and concerns
    • Assist in preparing relevant paperwork, marketing materials, and proposals for prospective client meetings
    • Maintain written procedures for documentation requirements and processes along with teammates
    • Initiate monthly processes of investor accounting deliverables: shares, distributions, trade welcome letters, and other such processes
    • Report positions and activities to custodians including AIP/DTCC reporting, and reporting to smaller custodians
    • Maintain key client information in CRM and reporting systems
    • Manage individual client web portals and assist clients on the relevant capabilities and services
    • Initiate third-party agent commissions
    • Perform other duties, assignments, and special projects as assigned. COMPETENCY SKILLS:
      • Identifies and resolves problems in a timely manner
      • Gathers and analyzes information skillfully
      • Time management to meet deadlines a must
      • Proven ability to work well under pressure and maintain professional composure
      • Follows through on commitments and able to work independently
      • Demonstrates accuracy and thoroughness
      • Name * First Last
        • Email *
        • Address * Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
          • What type of role are you looking for?
          • Resume * Accepted file types: pdf, docx, txt, jpg. All loans are made through BRMK Lending, LLC (NMLS #1919876) and BRMK Management, Corp. (NMLS #1919862). Securities Offered Through Herald Investment Marketing LLC, Member FINRA / SIPC which is not affiliated with Broadmark Realty Capital or its affiliates.

Keywords: IBM Group, Seattle , Investor Operations Associate, Other , Seattle, Washington

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