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The Citco Group Limited · 2 days ago

Investor Relations Administrator – Retail Alternatives

Overland Park, KS

Full-time

Onsite

New Grad, Entry Level

Citco is a global leader in fund services and corporate governance, focused on delivering exceptional service to meet client needs. The Investor Relations Administrator will support clients and their investors by managing documentation, maintaining records, and ensuring smooth communication between fund managers and investors.

FinanceFinancial Services

Responsibilities

You will review subscription agreements

You will follow up with investors on missing documentation

You will complete KYC and AML on investors

You will carry out investor transfers and name changes

You will maintain electronic and physical investor records

You will maintain bank accounts for funds assigned

You will prepare daily cash reconciliation for various accounts

You will produce Statements, Distributions and correspondence

You will update all contacts information in all systems

You will assist with the appropriate handling of fund manager and investor calls

Qualification

Customer serviceClient relationship managementBachelor's degreeMS Office proficiencyTask managementCommunication skills

Required

You have experience in customer service, preferably within the financial services area such as fund services

You have demonstrated strong client relationship experience

You have a Bachelor's degree

You have the ability to manage multiple tasks and projects

You possess excellent communication skills, both oral and written

You are proficient with all MS Office applications

Benefits

Medical, dental, and vision coverage

Short and long-term disability benefits

A retirement savings plan

Tuition reimbursement

Mental health and wellness support

Parental leave

Company

The Citco Group Limited

Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry.

Founded in 1998