Investment Support Specialist
3 days ago
We are seeking an Investment Support Specialist to join our team in Chicago, IL or Washington, DC office. Estimated salary is around $55,000-$70,000 per year, depending on experience.
Responsibilities- Prepare and process custodian and internal Compliance documents, such as new brokerage account applications and Investment Agreements.
- Arrange delivery of paperwork for signature to clients through DocuSign.
- Organize and maintain client electronic files.
- Responsible for diligent record keeping in the proper databases.
- Support client-facing teams through routine account maintenance.
- Assist in efforts to complete firm-wide administrative projects.
- Resolve complex custodial and third-party manager issues.
- Participate in ongoing administrative training.
Required Skills and Qualifications:
- Undergraduate degree or equivalent work experience required.
- One or more years of experience in an administrative capacity preferred.
- Exposure to financial services preferred.
- Experience servicing customers and third-party vendors preferred.
- Experience in clubs, activities, sports, or any team-oriented experience.
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