Investor Services Administrator
Employment type
Full-time
Work setting
On-site
Location
Dallas, TX
Schedule
Day shift
Posted
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Job overview
The Investor Services Administrator is an onsite role based in Dallas, TX. Compensation is not specified. This role supports the Investor Services department at The Rockridge Group by managing investor transactions and reporting. The role exists to ensure accurate processing of investor instructions and compliance with regulatory requirements. The administrator acts as a point of contact for investors and clients, maintaining high standards of data integrity and reporting.
What you'll do
- Review investor transaction instructions
- Liaise with investors
- Ensure AML/KYC compliance
- Input transactions into proprietary systems
- Reconcile bank accounts
- Prepare wire transfers
- Prepare investor and client reports.
What we're looking for
- Skills & competencies
- full-timeday shiftdallas txfinanceinvestor servicesadministratorcomplianceonsiteno on-calldegree required
- Work arrangement
- Weekend coverage required
Why this role
Requires degree in Accounting, Finance, Legal, or Business; Proprietary system training provided.
About the employer
The Rockridge Group is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-3031.00
You'll be redirected to the employer's application page.
Listing ID: 621925b3-724a-47d5-a616-799a99b0f819