Investor Services Assistant
Position Overview
We are seeking a professional, motivated, and detail-oriented individual to join our Investor Services team. This is an excellent opportunity for someone looking to begin or grow a career in commercial real estate and investor services, gaining exposure to high-net-worth investors and a dynamic, team-oriented environment. In this role, you will support the Investor Services team, assist with administrative processes, and help ensure a high level of service for our investors and their registered representatives. The ideal candidate is organized, eager to learn, and comfortable working in a fast-paced, collaborative setting.
Position Details:
- Investor Services Assistant
- Based in Irvine, CA
- Monday to Friday, 8am-5pm
- Hybrid Schedule (3 days in-office and 2 days remote)
What You Will Need:
- AA or Bachelor’s degree preferred.
- Ability to pass a background check and fingerprinting for FINRA compliance.
- 1-2 years of relevant work or customer service experience (internships or related experience considered).
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) and Adobe Acrobat.
- Positive attitude, reliability, and willingness to learn.
- Strong attention to detail and organizational skills.
- Professional communication skills (written and verbal).
- Ability to engage comfortably with investors and their registered representatives via phone and email.
- Ability to manage multiple tasks and prioritize effectively.
- Strong awareness of the importance of confidentiality and compliance.
- Ability to work both independently and as part of a team; self-starter with a proactive and flexible approach.
- Ability to lift and carry 25 pounds.
- Ability to stand for long periods of time.
Key Responsibilities:
- Support the Investor Services team with day-to-day administrative tasks.
- Handle outgoing mail, FedEx, and general office tasks.
- Assist investors and registered representatives with general inquiries and the Passco Portal.
- Provide support for internal team requests, including Marketing and Senior Management as needed.
- Provide occasional switchboard support.
What We Offer:
- Salary Range: $50,000 – $55,000, depending on experience
- Paid Vacation, Sick Time, and Holidays
- Medical, Dental & Vision
- HSA/FSA/DCFSA available
- Life Insurance
- 401(k) plan with matching
- Company events
- A stable, established company with long-tenured employees and opportunities for growth
