CAREERS

Investor Services Assistant

Our Investor Services Department provides best-in-class service for over 7,000 accredited and high net worth investors. You will be working in a fast-paced environment, where effective communication and collaboration are essential. The ideal candidate will have 2-5 years of customer service experience; commercial real estate or financial services background helpful.

Location

• Irvine, CA
• Currently hybrid

Schedule

• Full Time
• Monday to Friday

Requirements & Primary Responsibilities

• Must be able to pass a background check and fingerprinting for FINRA compliance.
• AA or Bachelor’s degree desirable or equivalent work-related experience.
• Positive attitude and extraordinary client service orientation.
• Proficiency with Microsoft Office programs (Word, Excel, Outlook) and Adobe Acrobat.
• Demonstrated time management skills with the ability to effectively prioritize, multitask and organize work, while paying attention to detail.
• Willingness and ability to learn and adapt rapidly in a deadline-driven environment, including appropriate follow-through with others.
• Self-starter, proactive, flexible, able to work independently and in a team environment while handling multiple responsibilities simultaneously, and efficiently switching priorities as needed.
• Outstanding data entry skills. Familiarity with Trust/LLC/Corp/etc. documents helpful but not necessary.
• Attention to Detail & Problem-Spotting Skills: Ensure accuracy and comprehensiveness when collecting and verifying essential documents.
• Aptitude to identify potential discrepancies or issues.
• Communication Skills: Engage comfortably with investors and their registered representatives via phone and email, demonstrating superior written and oral communication capabilities, to address inquiries related to their investments with clarity.
• Assist with requests from marketing department and senior management.
• Mail and FedEx duties.
• Other administrative duties as requested.
• Provide switchboard relief as needed.
• Ability to lift and carry 25 pounds.

Compensation & Benefits

• Competitive salary based on experience
• Vacation, Sick Leave, Holidays
• Medical, Dental & Vision
• HSA/FSA/DCFSA available
• Life insurance
• 401(k) plan with matching

Please click the button below to submit an application on LinkedIn.