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Job Description
Responsibilities
- Supervise work performed by Investor Relations and Senior Investor Relations Specialists
- Participate in training of team members; assist the Account Manager in the preparation and execution of staff development plans
- Review trade packs, statements and NAVs
- Monitor and ensure that investor transactions are properly reconciled and all documentation are complete
- Review and approve of cash receipts and payments
- Develop and review custom client reporting; liaise with IT to automate custom reporting
- Review investor and client correspondence
- Ensure adherence to controls and procedures; prepare and contribute to management control reports
- Develop and monitor Service Level Agreements
- Provide excellent service to both investors and clients through both direct contact and support of your team
- Take a leadership role as a subject matter expert for the department...
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