Associate Vice President, Investor Services

🕒 June 9

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $100k - $110k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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LaSalle Investment Management

WebsiteLinkedInAll Job Openings

501 - 1000 employees

LaSalle is one of the world's leading investment managers. We build long-term and trusted relationships with our clients – wherever they are and wherever they invest.

📋 Description

• Provide guidance and direction to the REIT and 1031 Program transfer agents. • Ensure record keeping accuracy on all new accounts, purchases, redemptions, transfers, distributions and maintenance. • Daily reconciliation of transactions and money settlement. • Act as a liaison with our distribution partners to onboard new clearing firms and broker-dealers. • Work with investors, financial professionals, internal/external wholesalers and firm back offices to assist with service needs. • Assist transfer agent with daily questions on project initiatives and servicing. • Identify and implement procedural and process improvements for our servicing business. • Coordinate investor mailings and output with various vendors. • Audit and approve annual tax forms and monthly/quarterly investor statements. • Approve and oversee the payments of Dealer-Manager fees, Distribution fees and all selling commissions. • Review/approve fees and commission payments for 1031 Program. • Manage the offering document process with 1031 Program transfer agent. • Act as liaison between transfer agent and wholesaling teams on service issues. • Request and provide various reporting required from executive management, accounting and distribution partners. • Follow through on customer requests and tasks given to our transfer agent for completion.

🎯 Requirements

• Bachelor’s degree in Business, Finance or other financial area • 4-7 years of full-time experience in a similar role • Work experience in financial services operations area, preferred • Ability to communicate both verbally and written with internal and external customers, business partners and vendors • Flexibility with tasks and responsibilities as well as organizational and planning skills • Attention to detail and ability to maintain a high level of work accuracy • Ability to work under own initiative • Independent and strong problem solving skills.

🏖️ Benefits

• No visa sponsorship • Compliance with policies and procedures • Quality of investor transactions • Record keeping and output