Investor Services Specialist – Dallas/ Ft Worth Texas

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 www.frontlinesourcegroup.com

INTERESTED? CLICK HERE TO APPLY!

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.

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