Investor Services & Onboarding Specialist

Standish Management; Oregon; Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Flexible vacation

Sick time

Year-end office closure

Flexible work environment

Job summary

Standish Management in the United States (Oregon) seeks an Investor Services Specialist to strengthen client and investor engagement and support engagement teams to deliver an excellent experience. Responsibilities include handling investor requests, onboarding, financial and tax reporting, AML screening, fund administration, and coordinating with the tech team to set up client portals.

Requirements: Bachelor's degree, strong communication, and proficiency in Excel and Outlook; ability to manage

Qualifications

• Bachelor's degree required.
• Experience in a client-facing office environment preferred.
• Proficient in Excel and Outlook.
• Strong communication and collaboration skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Respond to client and investor requests and onboarding.
• Assist with financial and tax reporting and audit documents.
• Maintain investor CRM information and coordinate with technology team.
• Run AML reports and update AML database.
• Provide administrative support to engagement and onboarding teams.
• Support in financial reporting, tax preparation, and fund administration.
• Engage in project management and ensure deadlines are met.
• Handle sensitive financial and personal data securely.
• Maintain relationships with client personnel and investors (LPs).

Skills

Client-focused communication

Prioritization & multitasking

Team collaboration

Detail-oriented

Self-starter

Education

Bachelor's Degree

Tools

Excel

Outlook

MS Office Suite

Job description

Standish Management in the United States (Oregon) seeks an Investor Services Specialist to strengthen client and investor engagement and support engagement teams to deliver an excellent experience. Responsibilities include handling investor requests, onboarding, financial and tax reporting, AML screening, fund administration, and coordinating with the tech team to set up client portals.

Requirements: Bachelor's degree, strong communication, and proficiency in Excel and Outlook; ability to manage