Explore a impactful career at Pinnacle Fund Services as an Investor Services Assistant Manager. You will lead a team to optimize client interactions and enhance transaction processing in a primarily work from home environment.

This leadership role focuses on managing investor interactions while ensuring compliance with investment fund regulations. Key responsibilities include supervising the Investor Services Team, reviewing critical documentation, and handling inquiries with professionalism. You’ll contribute directly to maintaining Pinnacle’s high standards of service delivery.

Key Responsibilities:
• Oversee investor portal access and onboarding processes
• Review and approve investor statements and requirements
• Respond to and resolve inquiries from clients and investors




• Lead a team and ensure goal alignment for timely delivery
• Administer compliance with AML and regulatory reporting

Requirements:
• 1-2 years of direct management experience
• Comprehensive knowledge of AML/KYC and FATCA
• Strong interpersonal and problem-solving skills
• Familiarity with Canadian and international regulations
• Bilingual communication skills in French/English preferred

Join Pinnacle Fund Services to enhance investor relations and team capabilities in a rewarding managerial role.
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📌 Pinnacle Investor Services Assistant Manager Role (British Columbia)
🏢 Pinnacle Fund Services
📍 British Columbia