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Investor Services Specialist - DFW Texas (Southlake)

Investor Services Specialist - DFW Texas
    • Posted by: FSGTempStaffing | View all ads
    • Profile: Registered user, Active since 02/2010
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    • Address:Southlake, TX 76092 (map)
    • Date Posted:04/25/13
    • Job Type:Full-time
    • Description:
    • INTERESTED? NO NEED TO CALL OR EMAIL, SIMPLY GO TO OUR WEBSITE AND SUBMIT YOUR RESUME ON THERE ONLY: http://www.frontlinesourcegroup.com

      Our Dallas, TX client is seeking an Investor Services Specialist on a contract to possible hire basis.

      Responsibilities:
      Review documents for all requested items and signatures
      Calculate and process quarterly share repurchase plan
      Assist Director with daily/weekly reporting and special projects as needed
      Assist Team Members with quality check of new investments for multiple funds
      Follow up with monthly distribution questions and/or procedures
      Assist Director with quarterly/annual/tax reporting and distributing of collateral material
      Support investors and/or representatives
      Process investments changes as requested and update appropriate channels
      Must be proficient in Microsoft Word, Excel, PowerPoint & Access
      Answers and screens telephone calls within work group
      Maintains appropriate records and files documentation for various departments
      Maintains confidentiality of sensitive information

      Position Qualifications:
      We are seeking a highly motivated professional, with a minimum of 4 years relevant work experience, who is confident in his/her ability to deal with the challenges of working in an investment environment
      The ideal candidate will be highly organized, and understand that he/she will succeed not by completing tasks, but by proactively working to maximize the effectiveness of the managers in the group.
      The candidate must demonstrate outstanding organizational and planning abilities, be detail-oriented, and be able to prioritize with minimal guidance.
      You must be able to work independently and deal appropriately with confidential and sensitive information.
      Excellent oral and written communication skills are essential.
      High energy, good time-management skills, a professional phone presence, and strong technical skills in MS Office
      Accounting background helpful
      A college degree is preferred, but will also consider someone with extensive related experience

      Please visit us on the web at http://www.frontlinesourcegroup.com

      Equal Opportunity Employer, M/F/V/D. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.

      Frontline Source Group™ is one of the fastest growing Information Technology, Accounting, Legal, Human Resources, Administrative, and Clerical staffing and direct hire firms with offices throughout Texas, Tennessee, and Arizona, with locations in: Austin, Dallas, Fort Worth, Plano, Houston, Sugar Land, The Woodlands, Nashville, and Phoenix.

      Frontline specializes in matching top talent with companies for direct, contract, and contract-to-hire placements. We work with clients and candidates in all areas of the United States and Canada.
    Ad ID: 12068964
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