Bilingual Senior Associate, Investor Services Specialist
2 weeks ago
About the Role:
We are seeking a highly skilled and experienced Bilingual Senior Associate to join our Investor Services team at SS&C Technologies. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also contributing to the growth and development of our business.
Key Responsibilities:
- Act as the primary point of contact for fund investors and managers, providing timely and accurate responses to their inquiries and requests.
- Process investor subscription and redemption activity in accordance with the fund's offering documents and anti-money laundering (AML) requirements.
- Communicate pending transactions to fund management as required, ensuring seamless and efficient communication.
- Prepare and validate investor statements to fund accounting information, ensuring accuracy and attention to detail.
- Prepare distribution of investor statements, letters, and miscellaneous documents in accordance with investor and fund management instructions.
- Ensure distribution information is up to date and compliant with investor and fund management instructions.
- Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
- Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.
- Comply with department policies and procedures for processing of above activities.
- Participate in system and process enhancement, contributing to the continuous improvement of our services.
- Perform other related duties as assigned by department management.
Requirements:
- Minimum 3 years' experience in Hedge/Private Equity Fund administration and/or Investor/Shareholder services.
- Undergraduate degree or equivalent experience.
- Must be fully bilingual (English and French).
- Advanced knowledge of Microsoft Office product suite, specifically Excel.
- Experience in the financial services industry is a plus.
- Knowledge of Anti-Money Laundering and KYC procedures is a plus.
- Overtime may be required to meet Client and Department deliverables.
- Strong Communication skills both oral and written.
- Excellent interpersonal skills and customer service orientation.
- Ability to work in a demanding environment and adjust to multiple demands; shifting priorities; ambiguity and rapid change.
About SS&C Technologies:
SS&C Technologies is a global provider of investment and financial services and software for the financial services and healthcare industries. We are committed to delivering exceptional service and support to our clients, while also fostering a positive, equitable, and progressive workforce.
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