Investor Services Onboarding Associate
$60,000–$70,000 year
On-siteOak Brook, Illinois, United States
Job Summary
Review subscription agreements, transfer forms, and trust documents for accuracy and compliance. Coordinate documentation and signatures with investors, financial professionals, custodians, and intermediaries while addressing questions and resolving issues related to new investments and account ownership transfers. Enter investor data into proprietary systems and manage documentation workflows by scanning, filing, and distributing files to ensure accurate recordkeeping. Maintain files and reports to support operational efficiency and assist with process improvements. Demonstrate professional integrity while adhering to company policies and applicable laws. Requires an associate's degree or equivalent experience in real estate or financial services; annual base salary of $60,000 to $70,000.
Required Qualifications
- Associate's degree, technical/business school training, or equivalent work experience
- 1–3 years of general office, customer service, data entry, document processing, or administrative support experience
- Experience in real estate, investment, mortgage, financial services, or a processing environment
- Strong verbal and written communication skills
- Proficiency with Microsoft Office Suite, Adobe Acrobat, and business systems used to review, process, track, and maintain investor and transaction documentation
- Strong attention to detail, sound judgment, follow-through, and the ability to identify documentation issues and escalate complex matters as needed
- Ability to learn proprietary systems, follow established procedures, and support process improvements that increase accuracy and efficiency
- Ability to work in a fast-paced environment while managing multiple tasks simultaneously
- Ability to work effectively both independently and as part of a team with minimal supervision
- Accurate keyboarding and data entry skills
- Ability to see clearly at a distance of 20 inches or less to read documents and/or view the computer screen
- Ability to hear and talk and to communicate in person and via phone on a daily basis
- Ability to use hands/fingers to enter, retrieve and/or manipulate data using a computer keyboard
- We are a drug-free workplace. Pre-employment background checks and drug screening are conducted for all new hires
- E-Verify employer
Desired Qualifications
- Experience in real estate, investment, mortgage, financial services, or a processing environment preferred
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