![Oxford Financial Group, Ltd](https://media.trabajo.org/img/noimg.jpg)
Private Market Services Operations Specialist
2 months ago
Position Summary:
This position is responsible for maintaining investor/equity database. Formats and processes investor statements. Formats and posts internal reporting. Processes other investor financial notifications.
Duties & Responsibilities:
Maintains Allvue Database
Statement Preparation
Prints and processes PMS Statements posting to portal or mailing as neededPosts PMS Statements to internal foldersInvestor Deliverables
Prepares and processes investor capital call and distribution noticesPrepares and processes monthly new investor acceptance noticesPrints and processes annual investor Form K-1Prints and processes annual PMS tax estimatesPrints and processes annual PMS audited financialsInternal Deliverables
Maintains and formats internal deliverable reportsPosts to Oxford intranetDatabase Reporting
Prepares with appropriate formatting PMS reporting (both internal and externalUpdates and posts internal reporting to public foldersTax and Audit
Maintains tracking of tax reporting documents receivedMaintains tracking of audit reporting documents receivedFollows up on outstanding items as neededCoordinates with Account Specialist on other tax and audit needsSubmits tax returns to appropriate taxing agencyTracks tax return processingPrivate Market Services Administrative
Schedules meetings and calls with outside counsel as part of entity formation processSets up and maintains financial filesArchives financial files annuallySalesforce Request
Reviews and approves subscription requestsUpdates Allvue tracking for subscription request activityDocument Handling
Downloads and saves investor subscription documentsReviews documents for completion and logs as neededPerforms other duties as assigned
Qualifications:
Associate degree or equivalentExcellent computer skills with experience in Microsoft Word, Excel and Outlook requiredExperience with DocuSign and Smartsheet’s a plus but not requiredAttention to detail and strong organizational skills requiredMust have a professional demeanor with the utmost respect for confidential mattersMust be able to work independently and in a team environmentMust be detail oriented with excellent organizational skillsMust have ability to multi taskMust have ability to work in a high stress, fast paced environmentMust have strong work ethic with a positive attitudeWorking Conditions:
No travel requiredLong periods of sitting and utilizing a computerSchedule must be flexible to work overtime to accomplish business objectives-
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