Investment Operations Associate

Location

Denver, CO

Qualifications

Skills/Qualifications

· Exceptional writing and analytical skills as well as verbal communication

· Candidate must be detail-orientated, proactive, and self-motivated

· The ability to work independently or in a team setting

· Proficiency in Adobe, Microsoft Word, Excel and Power Point; intermediate level Excel preferred to be successful in this role

· Demonstrated ability to manage multiple priorities and deadlines in a high-volume work environment

· Must handle confidential information with discretion

· Ability to learn new industry specific software and systems

· TTLC currently requires employees to work in both a shared office setting and remotely. Please note this can, at any time change based on the needs of the company.

Description

Responsibilities:

· Perform prospective and existing investor onboarding activities including document distribution, collection and tracking, investor portal data entry, etc.

· Assist with data entry and accurate record keeping

· Manage investor portfolios in several different TTLC fund offerings

· Assist with monitoring transactions

· Assist with day-to-day operation efforts and documents required to underwrite new investment offerings

· Ensure all client deliverables are prepared accurately and with a high level of quality.

· Ensure that final documents for each investor are maintained within the Digital File System

· Monitor shared inbox for investor communications

· Periodically send hard copies of documents/reports/notices/etc to Investors

Salary Range

$53,000 - $64,000

Contact

hr@thetruelifecompanies.com

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