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Wealth Management Advisor - Deerfield - Russell Tobin
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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