Assistant Manager, Investor Services Operations

Elevate your career with Pinnacle Fund Services as the Assistant Manager for Investor Services, where your management skills will help guide the team in delivering superior client experiences from a flexible remote setting.

As the Assistant Manager, you'll collaborate closely with the Investor Services Manager to ensure efficient handling of investor inquiries and transactions. Key duties include reviewing investor documentation, ensuring adherence to service standards, and supporting the internal training of team members. You'll be vital in overseeing AML compliance and maintaining robust service delivery.

Key Responsibilities:

• Manage investor onboarding, ensuring data accuracy

• Review compliance documents and investor communication

• Act as primary point of contact for internal teams and clients

• Provide ongoing development support for junior staff

• Handle annual regulatory reporting requirements

Requirements:

• Previous experience in Investor Services or client relations

• Knowledge of AML/KYC and FATCA/CRS

• Strong time management and communication skills

• Undergraduate degree or equivalent experience

• Experience with technology platforms a strong asset

Shape the Investor Services landscape at Pinnacle while fostering client relationships and team growth.
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