Phoenix American Financial Services is looking for individuals to join our team in servicing our growing client portfolio and to help our investment administration staff.  Our company has administered millions of investments for hundreds of alternative investment funds and we have a reputation for excellence in the direct investment industry.  We are a registered Transfer agent with the SEC and offer our clients full service investment administration including investor relation support and accreditation services in accordance with SEC rule 506(c).

We are looking for candidates who want to become a member of a growing organization who will offer new ideas and work hard to contribute to the success of the company.  The New Business Representative will assist in the processing of incoming new investments and is entry level.  They will enter and review/proof new investments and assist with completing daily administrative tasks including scanning, filing, and daily correspondence generation. They will work with various investment industry participants including advisors, custodians, and client contacts.

KNOWLEDGE, SKILLS, AND ABILITIES:

Proficiency with Microsoft Word and Excel is a must. The ability to learn quickly, organize and multi-task is very important in our company’s day-to-day business. Professional communication skills and a high level of customer service are expected.

POSITION RESPONSIBILITIES:

• Answer incoming client phone lines.
• Make follow-up calls for new business information needed for investors or representatives.
• Comply, enter and proof incoming new subscriptions.
• File new business paperwork as appropriate.
• Process mail in time frames required by the SEC.
• Make follow-up calls for new business information needed for investors or representatives.

REQUIREMENTS:

BS degree or 2 years related experience preferred

All your information will be kept confidential according to EEO guidelines.