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Investor Services Analyst
A company is looking for an Investor Services Analyst Contractor. Key Responsibilities Complete routine operations related to investor services functions, focusing on anti-money laundering (AML) processes Assist in training new associates and reviewing their work for accuracy Support onboarding of new clients and understand AML requirements for domestic and offshore funds Required Qualifications, Training, and Education Associate degree or two years of post-high school education, or high school diploma with relevant work experience One year of clerical experience in a financial services environment Knowledge of BSA and the US Patriot Act is preferred Familiarity with IRS Form W-9, W-8, and CRS certifications is preferred Experience with AltPro and moderate Microsoft Office skills
A company is looking for an Investor Services Analyst Contractor.
Key Responsibilities
Complete routine operations related to investor services functions, focusing on anti-money laundering (AML) processes
Assist in training new associates and reviewing their work for accuracy
Support onboarding of new clients and understand AML requirements for domestic and offshore funds
Required Qualifications, Training, and Education
Associate degree or two years of post-high school education, or high school diploma with relevant work experience
One year of clerical experience in a financial services environment
Knowledge of BSA and the US Patriot Act is preferred
Familiarity with IRS Form W-9, W-8, and CRS certifications is preferred
Experience with AltPro and moderate Microsoft Office skills