Investor Services Coordinator
5 days ago
We are looking for a highly organized and detail-focused Investor Services Coordinator to join our team at Rory Mackie & Associates. As a key member of the investor onboarding team, you will be responsible for reviewing and verifying investor due diligence documentation, performing risk assessments, and liaising with investors to request additional information.
Estimated Salary: £45,000 per annum
About the Role:
Key Responsibilities- Verifying investor due diligence documentation
- Performing risk assessments and checks
- Liaising with investors to request additional information
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Experience with KYC platforms or CRM systems
What We Offer:
- A competitive salary and benefits package
- The opportunity to work with a leading asset management company
- A chance to develop your career in financial services
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