Investor Services & Onboarding Specialist

Standish Management, LLC; Los Angeles (CA); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

Life insurance

401K

Flexible vacation

Sick time accrual

Holiday closure

Flexible work environment

Job summary

Standish Management, LLC in Los Angeles, CA is seeking an Investor Services Specialist to enhance client engagement and investor relations within a rapidly growing fund accounting firm.

The role supports engagement and onboarding teams, delivers AML reports, and assists in financial and tax reporting, capital calls, and distributions. The candidate will manage CRM data, coordinate client portal setup, and maintain secure handling of sensitive information.

Qualifications

• Bachelor’s Degree required.
• Experience in a client-oriented office environment.
• Proficiency in Microsoft Office applications, especially Excel and Outlook.
• Detail-oriented, conscientious, energetic self-starter with ability to think creatively.
• Demonstrated ability to work as part of a team and handle any task, big or small.
• Proven ability to manage competing priorities and deadlines.
• Ability to effectively communicate to team members.
• Excellent interpersonal communication with senior personnel across the firm.

Responsibilities

• Respond to client and investor requests including granting portal access and updating information.
• Assist with onboarding new investors and audit document completion.
• Support financial and tax reporting, capital call and distribution tracking, and wire preparation.
• Compile and organize investor CRM data and maintain accurate client information.
• Coordinate with technology to set up client portals and AML reports.
• Provide general administrative support and produce reports for engagement/onboarding teams.
• Assist in financial reporting, tax preparation, audit prep and fund administration activities.
• Manage project deadlines and client requests across ongoing tasks.
• Safely handle sensitive financial and personal data and maintain client relationships.

Skills

Client service

Office teamwork

Excel

Outlook

Detail oriented

Self-starter

Communication

Prioritization

Education

Bachelor’s Degree

Tools

Excel

Outlook

MS Office

Job description

Standish Management, LLC in Los Angeles, CA is seeking an Investor Services Specialist to enhance client engagement and investor relations within a rapidly growing fund accounting firm.

The role supports engagement and onboarding teams, delivers AML reports, and assists in financial and tax reporting, capital calls, and distributions. The candidate will manage CRM data, coordinate client portal setup, and maintain secure handling of sensitive information.