Investor services representative
About Converge Cornerstone FundThis important Arlington Heights, Illinois based position demands a detail-oriented and outgoing person who is willing to communicate with current and potential investors and process all related transactions. It is a very team-oriented position, working in close daily cooperation with the current staff of the Cornerstone Fund.
To handle communication with current and potential investors and process all related transactions.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Answer all questions primarily regarding the Fund’s investment offerings.
- Process all investment transactions.
- Handle all necessary correspondence with investors.
- Maintain Investor files with proper documentation for transactions as well as ownership and beneficiary selection.
- Distribute quarterly statements to investors.
- Distribute annual 1099-INT forms to investors
- Report IRA transaction to third party administrator and Custodian
- Periodic reporting for annual audit and certificate registration
There are no supervisory responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Post high school education or four to six years related experience and/or training.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from current and potential Investors, Converge staff and leadership.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and calculate percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually that of normal conversation between two people.
This employee should have excellent written and oral communication skills as well as good computer skills utilizing Microsoft Office software. Especially proficient in the use of word processing and excel spreadsheets.