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 setting 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 dynamic team at Pinnacle Fund Services.

📌 Investor Services Assistant Manager at Pinnacle (Vancouver)
🏢 Pinnacle Fund Services
📍 Vancouver