1w
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Manager, Close ended
Denver or Evansville or Mississauga or Toronto
HybridFull Time
8+ YOE8+ years experience in fund accounting/administration, PE fund knowledge, US GAAP & IFRS reporting, leadership and client management, proficiency with Investran/eFront and Excel, experience with investor reporting and KYC standards.
Investran, eFront, Yardi, Investment Café (ICX), FIS Data Exchange (IDX), Microsoft Excel
1mo
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Manager, Investor Services
Evansville or New York City or Union or Windsor
$80k-$150k/yr HybridFull Time
5+ YOE2+ MgmtBachelor's in finance/accounting/business/economics required; 5+ years in investor services or fund administration; 2+ years people management; client-facing escalation experience; fund onboarding, reporting, compliance, and process improvement skills.
3w
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Managing Director
Evansville, Indiana, United States
HybridFull Time
3+ YOE3+ years in financial services with growing personal practice; active Life and Health license required; FINRA Series 6/7 and 63/66 preferred; proven client development and leadership; US work authorization.
3w
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Branch Office Administrator - Eldorado, IL
Eldorado, Illinois, United States
OnsiteFull Time
Provide exceptional client service, account management, administrative and operational support; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Du Quoin, IL
Du Quoin, Illinois, United States
OnsiteFull Time
Provide client service, manage account transactions, perform administrative and operational support, and use firm technology (MoneyGuide, Salesforce, Microsoft Office). Six-month training provided.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Part-Time Customer Service Specialist - Traveling
Evansville or Newburgh or Evansville
FieldPart Time
Travel among nearby branches, greet and assist clients, manage a cash drawer, verify account information, perform deposit and loan transactions, maintain confidentiality, and identify customer needs.