Client Onboarding Senior Associate
Standish Management is a provider of specialized fund administration services for Managers and General Partners of private equity funds. The Client Onboarding Senior Associate role is crucial for onboarding new clients to the fund accounting group, involving tasks such as compiling investor information and preparing capital calls.
Responsibilities
- Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
- Compile and organize investor CRM information
- Assist with data validations, loads, and reconciliations for client implementations
- Communicate and provide information to the technology team to set up client portals
- Assist with client workspace setup within Standish’s project management software
- Provide general administrative support to the Client Onboarding and System Solutions Team
- Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices
Skills
- Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
- 1+ year of work experience required
- Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
- Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus)
- Attention to detail
- Strong written and verbal communication
- Able to multi-task
- Ability to work in a team and individually
- Strong organizational skills and work ethic
- Adept using web-based data entry databases
- Familiarity with QuickBooks or other accounting reporting systems preferred
Benefits
- Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
- Comprehensive disability/maternity and paternity plans
- 401K eligibility after 3 months
- Flexible Vacation Plan
- Sick Time Accrual Plan
- 8-10 standard holidays along with year-end office closure
- We provide a flexible work environment for all employees. Employees can choose to be classified as “flex remote” or “flex office”
Company Overview
Company H1B Sponsorship