Job Title
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The Investor Relations Administrator role involves reviewing subscription agreements, verifying investor documentation, and maintaining accurate records. Responsibilities include managing electronic and physical files, handling bank accounts for assigned funds, generating performance reports, and producing statements for investors.
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About the Role:
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* Review subscription agreements to ensure compliance.
* Verify investor documentation to prevent discrepancies.
* Maintain accurate records of all investor interactions.
* Manage bank accounts for assigned funds.
* Generate daily and weekly performance reports.
* Produce statements for investors.
* Assist with handling investor inquiries and correspondence.
* Support various projects as assigned by management.
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Requirements:
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* Possess a post-secondary education in a relevant field.
* Demonstrate 1-3 years' experience in Client Services or a related field.
* Exhibit excellent MS Office suite skills, particularly in Excel.
* Familiarity with the fund industry and concepts is beneficial.
* Previous experience in Investor Relations, specifically in a transfer agency environment, is preferred.
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Our Commitment:
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* We foster an inclusive and innovative work culture.
* We provide comprehensive training and education support.
* We offer flexible working arrangements and a range of benefits to promote employee well-being.