Investor Operations Analyst

Exceptional attention to detail Strong verbal communication and interpersonal skills A humble, can-do attitude and ability to juggle multiple priorities simultaneously Strong initiative and curiosity Client servicing mindset Knack for problem solving Bachelor's degree in Accounting, Finance or related field (preferred) 1 year of related experience at a bank, wealth management firm, or similar institution (preferred)

Oversee the processing of investments and transactions Support, maintain and improve the operations of investor-related processes Seek to automate and streamline various processes Onboard and verify new clients while maintaining legal compliance Support our Investor Relations team, along with other various teams throughout the organization Work with third party partners to maintain a high level of service for our clients Ensure we are providing the highest level of service to our clients