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About the Role
As an Investor Services Associate GPFS, you’ll play a key role in delivering exceptional services and building lasting investor relationships.
Responsibilities
- Enter and maintain non-financial data accurately, sourced from original documentation.
- Process updates and revisions to investor and investment non-financial information.
- Coordinate and/or prepare monthly reconciliations to ensure data accuracy and consistency.
- Communicate proactively with clients and GPFS team members to resolve open items, clarify requests, and provide timely status updates.
- Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion.
- Support and review projects related to client requests or internal operational goals.
- Develop, organize, and maintain initial CRM data based on original documentation.
- Extract and input data into standardized templates and internal systems with a focus on accuracy, efficiency, and completeness.
Requirements
- Bachelor’s degree in business or related field.
- 0+ years of administrative or other related experience.
- Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).
Skills
- Microsoft Office (Excel, Word, Outlook, Teams)
Work Type
- Hybrid Scheduling after probation period
Experience Level
- 0+ years of administrative or other related experience
Education Level
- Bachelor’s degree in business or related field
Benefits
- Strong training plans and materials provided.
- Competitive Medical, Dental & Vision Insurance.
- Company-Paid Life Insurance & 401(k).
- Generous PTO, Sick Time & Paid Holidays.
About the Company
- Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU.
- We offer a collaborative culture, real career growth, and benefits that invest in your future.
- At GPFS, every voice matters and every win is shared. We’re raising the bar in our industry—come grow with us!