Investor Relations Administrator Job Summary
This role is responsible for providing excellent investor relations services, maintaining accurate records and ensuring seamless communication with investors.
Key Responsibilities:
* Review subscription agreements to ensure all necessary documents are in order.
* Follow up with investors on missing documentation and maintain detailed records.
* Maintain electronic and physical investor records, including bank accounts for assigned funds.
* Prepare and review daily and weekly performance releases, as well as produce investor statements and correspondence.
* Assist with handling fund manager and investor calls and emails, and support various projects as assigned.
Requirements:
* Post-secondary education is required.
* 1-3 years of experience in client services is preferred.
* Excellent MS Office suite skills, particularly in Excel, are essential.
* Knowledge of the fund industry and concepts is an advantage.
* Experience in investor relations, specifically in a transfer agency environment, is preferred.
What We Offer:
* A dynamic and inclusive work environment.
* Ongoing training and education support.
* Flexible working arrangements.
* Access to cutting-edge technology and tools.