Wealth Management Advisor - Deerfield - Russell Tobin

    Russell Tobin
    Russell Tobin Deerfield

    2 days ago

    Description

    Job Title : Alternative Investment Administrator

    Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.

    Job Location : Deerfield, IL

    Job Duration : 6-12 months

    Hourly pay : $33/hr

    Primary Responsibilities


    • Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers


    • Evaluate trade waivers and correction requests from sales teams


    • Oversee the facilitation of investor trade settlement


    • Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)


    • Oversee and coordinate resolution of product servicing issues and errors


    • Implement process improvements/enhancements


    • Improve internal controls over accounting and operational processes


    • Improve collection, dissemination and maintenance of product data attributes


    • Lead ad hoc projects within the Shareholder Services group

    Basic Qualifications


    • Bachelor's degree


    • Detail-oriented


    • Ability to work effectively in a fast-paced environment and think clearly under pressure


    • Strong organizational/multi-tasking skills


    • Leadership - Exchanges information with appropriate people to complete work


    • Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers


    • Self-Development - Ability to recognize personal skills, abilities, limitations and strengths


    • Strong Team Player - Creates strong morale and xhmxlyz spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team


    • Proven ability to multi-task and prioritize team responsibilities accordingly


    • Strong communication and interpersonal skills

    Preferred Qualifications


    • 1-3 years financial services experience


    • Knowledgeable about the alternative investment industry ice, information security, and compliance


    • Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate


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