SS&C

Financial Services

SeniorAssociate,InvestorServices

$55–70k Mississauga, Ontario, Canada; Toronto, Ontario, Canada FULL TIME Remote Friendly
The Brief

“Senior Associate, Investor Services at SS&C. Skills: Investor Services, Fund Administration. Act as main contact for fund investors. Process investor subscription activity”

Industry & Context.

Financial Services
Eligibility Requirements

Overtime may be required, Coverage on Canadian holidays

What They're Looking For.

Must Have

3 years Hedge/Private Equity Fund administration, Undergraduate degree or equivalent experience, Advanced Microsoft Office Suite knowledge, Excel proficiency

Nice to Have

Financial services experience, Knowledge of Anti-Money Laundering, Knowledge of KYC procedures

What You'll Do.

Act as main contact for fund investors

Process investor subscription activity

Process investor redemption activity

Communicate pending transactions to fund management

Prepare investor statements

Validate investor statements

Prepare distribution of investor statements

Prepare distribution of investor letters

Prepare distribution of miscellaneous documents

Ensure distribution information is up to date

Ensure distribution information is compliant

Prepare wire transfer instructions

Confirm expected cash activity processed

Comply with department policies

Comply with department procedures

Participate in system enhancement

Participate in process enhancement

Perform other related duties

How You'll Work.

Communication Scope

Oral communication; Written communication

Free ATS check

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