Investor Services Staff
LeverPoint Management

Posted September 20, 2017

Employment Type Full-time, Non-exempt

Compensation Depends upon Skills and Experience

Company LeverPoint Management

Location 5 Maxwell Drive
Clifton Park, NY 12065



The Investor Services Staff is responsible for the data entry of investor information during onboarding or updates received across multiple clients, teams, and software. Candidates must be client-oriented and technology savvy, must demonstrate initiative and strong attention to detail, and must have excellent time management skills. Successful candidates must perform well under time constraints while handling multiple projects simultaneously. In addition to the daily responsibilities associated with this position, the Investor Services Staff is responsible for assisting other team members as required.

The ideal candidate has an Associate's degree in Business Administration or a related field and at least one year of experience in an administrative position or similar role. Strong proficiency with Microsoft Office applications (Excel, Outlook, etc.), Adobe Acrobat, and web-based applications is required.

  • Client onboarding including data entry and document review
  • Investor record keeping including the database maintenance, running client reports and processing updates
  • Creating, editing and formatting PDF files using Adobe Acrobat
  • Processing large volume mailings through electronic and/or hard copy methods while providing assistance with tracking, associated communications and necessary follow-up.
  • Managing various projects from start to finish using Microsoft software and other firm systems or web based applications while working with others to ensure quality and timely completion
  • Document copying, scanning and filing, as required

  • High School or equivalent with 3 years of experience or an Associate‚Äôs Degree in Business Administration with one year of experience
  • High proficiency in Microsoft Word, PowerPoint, Excel, Acrobat Adobe, Outlook, and web-based applications are required
  • Detail oriented with good organizational, time management, and analytical skills
  • Ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
  • Ability to work both independently, prioritizing and multi-tasking, as well as working collaboratively in a team environment

  • Group benefits package (Medical, Dental, Long- and Short-term Disability, Vision, Life Insurance, and 401k)
  • Balanced Work-Life Company Culture
  • Wellness Program
  • 401(k) with Company Match
  • Direct Deposit
  • Paid Time Off (PTO)
  • Formal Ongoing Training Program