Job Summary
A financial institution is seeking a Remote Retail Alternative Investments Account Services Vice President.
Individual must be able to fulfill the following responsibilities:
- Interpret fund prospectus for each fund family and ensure processing is completed accordingly
- Approve detailed procedures and processing instructions for processing team
- Answer questions or find requested information for fund family contacts
Position Requirements Include:
- Minimum 6 - 12 years experience in client service or related field
- Experience within the Financial Services industry, specifically Retail Alternative Investments
- Series 6 or 7 license required
- Ability to communicate and interact professionally and effectively through written and oral communication
- Minimum of a bachelor’s degree in Business Administration or related field
- Proficient in Microsoft Office Suite