Back to Job Search

Senior Support Finance Specialist

Posted 10 days ago

  • Expiry Date: 23 July 2022
  • Referral: 207033@accuick.com

​Skills required     : 1. Investment Reporting  2. client relationships 3. Brokerage Firm Experience

Job Description:

  • ** This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of the engagement and provide proof of such vaccinations within 3 days of commencement of services. **

  • Top three skills:  Alternative Investments, Investment Reporting and Brokerage Client Service

  • Help to support institutional Client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

  • Help onboard new clients and support non-investment related services including record keeping, client communication and reporting

  • Project manage activities with various functional partners

  • Help with tactical solutions and strategic planning with other team members on client matters

  • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

  • Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians

  • Work across multiple lines of business and operation departments to resolve client issues, whether related to asset movement, account maintenance or documentation

  • Experience with managing databases, alternative investments reporting or product knowledge

  • Experience supporting clients with multiple custodians a plus

  • Experience with clients with meaningful allocation to alternative investments a plus
    College degree preferred

  • 5 or more years of industry experience with a brokerage Firm preferred

  • Excel skills are necessary and knowledge of tools such as: Addepar, Paris or Evare are important as well.

  • Licensing - Series 7, 63 and 65 (or Series 7 and 66) will be a plus

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.