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 issuesRequirements:- 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 plusThis role offers the chance to shape investor relations while managing a agile team at Pinnacle Fund Services.#J-18808-Ljbffr