Responsibilities

• Supervise work performed by Investor Relations and Senior Investor Relations Specialists
• Participate in training of team members; assist the Account Manager in the preparation and execution of staff development plans
• Review trade packs, statements and NAVs
• Monitor and ensure that investor transactions are properly reconciled and all documentation are complete
• Review and approve of cash receipts and payments
• Develop and review custom client reporting; liaise with IT to automate custom reporting
• Review investor and client correspondence
• Ensure adherence to controls and procedures; prepare and contribute to management control reports
• Develop and monitor Service Level Agreements
• Provide excellent service to both investors and clients through both direct contact and support of your team
• Take a leadership role as a subject matter expert for the department...