Use Microsoft Excel and financial services knowledge as an entry-level Investor Services Administrator supporting investment fund managers. This heavily remote position values precision.
You will provide back-office administration and operational support across investor transactions, communications, records, and inquiries. The position suits candidates with post-secondary education or qualifying qualified experience, strong communication skills, and customer service focus. Familiarity with Fundserv or investment products is an asset.
Key Responsibilities:
- Process investor transaction packages through proprietary administration software
- Prepare investor statements and trade confirmations
- Communicate settlement amounts to fund managers and departments
- Respond to dealer and fund manager inquiries
- Maintain transaction records and documentation accurately
Requirements:
- Post-secondary education or qualifying professional experience
- Intermediate to advanced Microsoft Excel skills
- Strong written and verbal communication abilities
- Basic mathematical and financial calculation skills
- Robust attention to detail and accuracy
Apply your Excel, communication, and organizational skills while supporting accurate investor services operations for fund managers.