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About the Role
This role plays a key part in onboarding new clients to Standish’s fund accounting group, involving the review and compilation of investor CRM information and preparation of capital calls. High performers can advance within the Client Onboarding and System Solution Team.
Responsibilities
- Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities.
- Compile and organize investor CRM information.
- Assist with data validations, loads, and reconciliations for client implementations.
- Communicate and provide information to the technology team to set up client portals.
- Assist with client workspace setup within Standish’s project management software.
- Provide general administrative support to the Client Onboarding and System Solutions Team.
- Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices.
Requirements
- 1+ year of work experience required.
- Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook.
- Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus).
- Familiarity with QuickBooks or other accounting reporting systems preferred.
- Attention to detail.
- Strong written and verbal communication.
- Able to multi-task.
- Ability to work in a team and individually.
- Strong organizational skills and work ethic.
- Adept using web-based data entry databases.
Skills
- Microsoft Office (Excel, Word, Outlook)
- Investment accounting concepts
- QuickBooks or other accounting reporting systems
- Web-based data entry databases
Location
- Seattle
- San Francisco
- Walnut Creek
- Los Angeles
- Denver
Work Type
- Flexible work environment
Experience Level
- 1+ year of work experience
Education Level
- Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
Salary/Compensations
- Seattle: $80,000+
- San Francisco:$72,000+
- Walnut Creek: $72,000+
- Los Angeles: $70,000+
- Denver: $70,000+
Benefits
- Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options.
- Comprehensive disability/maternity and paternity plans.
- 401K.
- Flexible Vacation Plan.
- Sick Time Accrual Plan.
- Standard holidays along with year-end office closure.
About the Company
- Rapidly growing fund administration firm.
Equal Opportunity
- California Privacy Rights Act (CPRA)