Associate, Investor Services

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🔥 2 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $90k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Jones Lang LaSalle Americas, Inc.

WebsiteLinkedInAll Job Openings

10,000+ employees

🏠 Real Estate

🤝 B2B

💼 Consulting

Real Estate • B2B • Consulting

Jones Lang LaSalle Americas, Inc. is a company that provides commercial real estate services for corporations and investors worldwide. Their focus is on helping clients save money, increase productivity, and improve sustainability in real estate operations.

📋 Description

• Provide guidance and direction to 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 distribution partners to onboard new clearing firms and broker-dealers. • Work with investors, financial professionals and internal/external wholesalers 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 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. • 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. • 3-4 years of full-time experience in a similar role. • Work experience in the 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. • Independent and strong problem solving skills. • Must be authorized to work in the United States without sponsorship.

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements