Investor Services Specialist at Standish Management

<div class="content-intro"><div>&nbsp;</div> <div>&nbsp;</div> <div>&nbsp;</div></div><p>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.</p> <p><strong>Responsibilities:</strong></p> <ul> <li>Respond to client and investor requests including but not limited to: <ul> <li>Granting access to the investor portal</li> <li>Updating investor information</li> <li>Assisting with new investor onboarding</li> <li>Financial information questions</li> <li>Assist with completing audit documents</li> </ul> </li> <li>&nbsp;Assist with ad-hoc projects such as: <ul> <li>Financial and Tax reporting</li> <li>Capital call and distribution tracking</li> <li>Wire preparation</li> </ul> </li> <li>Compile and organize investor CRM information with updated and accurate client information</li> <li>Communicate and provide information to the technology team to set up client portals</li> <li>Run Anti-Money Laundering (AML) reports and update AML database as needed</li> <li>Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs</li> <li>Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.</li> <li>Engage in project management of team deadlines, client requests and other ongoing projects and tasks.</li> <li>Responsibly secure and handle sensitive financial and personal datea</li> <li>Maintain dialogue and build relationships with client personnel and investors (LPs)</li> </ul> <p><strong>Qualifications and Experience:</strong></p> <ul> <li>Bachelor’s Degree required</li> <li>Experience in a client-oriented office environment, preferably in a related industry</li> <li>Proficiency in Microsoft Office applications, particularly Excel and Outlook</li> <li>Detail-oriented, conscientious, and energetic self-starter with ability to think creatively</li> <li>Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small</li> <li>Proven ability to manage competing priorities and deadlines</li> <li>Ability to effectively communicate to team members</li> <li>Excellent interpersonal communication skills and ability to interact with senior personnel across the firm</li> </ul> <p><strong>Benefits:</strong></p> <ul> <li>Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options</li> <li>Comprehensive disability/maternity and paternity plans</li> <li>401K</li> <li>Flexible Vacation Plan</li> <li>Sick Time Accrual Plan</li> <li>Standard holidays along with year-end office closure</li> <li>A flexible work environment for all employees</li> </ul>