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Financial Services

Investor Services Specialist

Halifax, NSOnsiteFull TimePosted 1 month ago

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Required skills

  • client engagement
  • investor portal
  • investor onboarding
  • financial information
  • audit documents
  • capital call
  • distribution tracking
  • wire preparation
  • investor CRM
  • financial reporting

Nice to have

  • related industry

Role summary

A growing fund accounting firm seeks an Investor Services Specialist to manage client and investor relationships, assist with onboarding, financial reporting, audit preparations, and ad-hoc projects. This role involves handling sensitive financial data, managing deadlines, and ensuring accurate CRM information. The ideal candidate will be detail-oriented, a team player, and proficient in Microsoft Office, particularly Excel and Outlook, with excellent communication and interpersonal skills.

Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.

Responsibilities:

  • Respond to client and investor requests including but not limited to:
  • Granting access to the investor portal
  • Updating investor information
  • Assisting with new investor onboarding
  • Financial information questions
  • Assist with completing audit documents
  • Assist with ad-hoc projects such as:
  • Financial and Tax reporting
  • Capital call and distribution tracking
  • Wire preparation
  • Compile and organize investor CRM information with updated and accurate client information
  • Communicate and provide information to the technology team to set up client portals
  • Run Anti-Money Laundering (AML) reports and update AML database as needed
  • Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
  • Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
  • Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
  • Responsibly secure and handle sensitive financial and personal datea
  • Maintain dialogue and build relationships with client personnel and investors (LPs)

    • Qualifications and Experience:

  • Bachelor’s Degree required
  • Experience in a client-oriented office environment, preferably in a related industry
  • Proficiency in Microsoft Office applications, particularly Excel and Outlook
  • Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
  • Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
  • Proven ability to manage competing priorities and deadlines
  • Ability to effectively communicate to team members
  • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
    • Ready to apply?
    You'll be redirected to Standish Management's application page.

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