Join Pinnacle Fund Services as an Investor Services Assistant Manager, where you will lead a team to ensure exceptional client service and effective transaction processing. This role emphasizes strong management skills in a remote environment with in-office collaboration.
In this pivotal role, you will support the Investor Services Manager while overseeing a dedicated team focused on investor inquiries and transaction management. Your responsibilities will include ensuring compliance with AML/KYC regulations, managing investor onboarding, and upholding service standards across all funds. You will also be instrumental in enhancing the overall efficiency of operations.
Key Responsibilities:
• Oversee investor onboarding and portal access management
• Review investor transactions and statements for accuracy




• Coordinate responses to investor inquiries and issues
• Supervise Investor Services team and ensure timely deliverables
• Prepare periodic reports on investor relations and client issues
Requirements:
• 1-2 years of management experience in Investor Services
• Strong knowledge of AML/KYC and FATCA/CRS regulations
• Excellent interpersonal and communication skills
• Familiarity with Canadian and international regulatory frameworks
• Bilingual skills in French/English are a plus
This role offers the chance to shape investor relations while managing a energetic team at Pinnacle Fund Services.
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📌 Investor Services Assistant Manager at Pinnacle (Vancouver)
🏢 Pinnacle Fund Services
📍 Vancouver