Financial Services Specialist
3 days ago
Job Title: Financial Services Specialist
About the Role:
We are seeking a highly skilled Financial Services Specialist to join our team at IQ-EQ. As a key member of our fund administration department, you will play a critical role in providing exceptional service to our clients.
Responsibilities:
- Client Delivery: Ensure timely and high-quality delivery of client services, meeting client expectations and resolving queries efficiently.
- Workflow Management: Collaborate with Back Office teams to allocate resources effectively, ensuring deadlines are met and deliverables are completed to a high standard.
- IQ-EQ Fee Management: Accurately record hours worked and ad-hoc tasks completed for billing purposes, ensuring seamless fee management.
- Systems and Risk: Utilize best practices on PFS Paxus (accounting platform) and software functionality to produce accounts accurately, maintaining up-to-date client databases and reporting any breaches or errors promptly.
Requirements:
- Demonstrated expertise in fund administration and financial services.
- Excellent communication and interpersonal skills, with ability to build strong relationships with clients and internal teams.
- Strong organizational and time-management skills, with attention to detail and ability to work under pressure.
- Familiarity with PFS Paxus and other relevant software applications.
What We Offer:
- A competitive salary range of $80,000 - $120,000 per annum, depending on experience.
- A dynamic and supportive work environment, with opportunities for professional growth and development.
- A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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