Investor Services Onboarding Specialist

The Inland Real Estate Group of Companies

Oak Brook (IL)

On-site

USD 60,000 - 70,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Medical/Dental/Vision insurance (PPO)
401(k) with company match
Vacation time
Sick time
Life insurance
Disability insurance

Job summary

The Inland Real Estate Group is seeking an Investor Services Onboarding Associate to support accurate, timely processing of real estate investment transactions and transfers of account ownership. You will review investor documentation, maintain data, and coordinate signatures, delivering an investor-first service experience.

Qualifications include an Associate degree or equivalent and 1–3 years in office or data-entry roles.

Qualifications

  • Bachelor's degree not required if equivalent experience applies.
  • 1–3 years of general office, customer service, data entry, or administrative support experience.
  • Experience in real estate, investment, mortgage, financial services, or processing environment preferred.

Responsibilities

  • Provide high-quality investor-focused support and resolve questions related to new investments and transfers of account ownership.
  • Coordinate documentation and signatures for investments and transfers with investors, professionals, custodians, and intermediaries.
  • Review documents for accuracy and compliance and identify missing or inconsistent information.

Skills

Communication skills
Data entry
Attention to detail
Multitasking
Teamwork
Independent work

Education

Associate degree or equivalent

Tools

Microsoft Office
Adobe Acrobat
Proprietary data systems

Job description

The Inland Real Estate Group is seeking an Investor Services Onboarding Associate to support accurate, timely processing of real estate investment transactions and transfers of account ownership. You will review investor documentation, maintain data, and coordinate signatures, delivering an investor-first service experience.

Qualifications include an Associate degree or equivalent and 1–3 years in office or data-entry roles.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Investor Services Onboarding Associate
Investor Services Onboarding Associate

The Inland Real Estate Group of Companies • Oak Brook (IL)

On-site
USD 60,000 - 70,000
Medical/Dental/Vision insurance (PPO)
401(k) with company match
Vacation time
+3
IR Associate: Private Investments Onboarding
IR Associate: Private Investments Onboarding

Ascendo Resources • Miami (FL)

On-site
USD 70,000 - 90,000
Investor Relations Specialist
Investor Relations Specialist

Ascendo Resources • Miami (FL)

On-site
USD 70,000 - 90,000
Investor Relations Associate — Real Estate Growth
Investor Relations Associate — Real Estate Growth

Merus • Cincinnati (OH)

On-site
USD 55,000 - 75,000
Medical insurance
Vision insurance
401(k)
+3
Onboarding Assistant
Onboarding Assistant

Insigneo • Miami (FL)

On-site
USD 50,000 - 65,000
Client-Facing Onboarding Specialist for Investments
Client-Facing Onboarding Specialist for Investments

Insigneo • Miami (FL)

On-site
USD 50,000 - 65,000
In-Office Investor Relations Coordinator — Real Estate PE
In-Office Investor Relations Coordinator — Real Estate PE

Livingston Street Capital, LLC • Radnor

On-site
USD 45,000 - 65,000
On-the-job training
Private equity exposure
Investor Relations Associate
Investor Relations Associate

Selby Jennings • Washington

On-site
USD 90,000 - 100,000
Investor Relations Representative - Onboarding
Investor Relations Representative - Onboarding

Mphasis • New York (NY)

On-site
USD 90,000 - 130,000
Investor Relations Associate — Real Estate Capital
Investor Relations Associate — Real Estate Capital

Overland Group, Inc. • Lehi (UT)

On-site
USD 55,000 - 90,000