Investor Onboarding Associate Our client is an established organization within the energy industry with a collaborative, professional work environment. The team values accuracy, accountability, strong communication, and delivering a high level of service to internal and external stakeholders. Our client is seeking an Investor Onboarding Associate to provide additional support during a busy period. This is a foundational opportunity for someone who is detail-oriented, organized, and comfortable working with confidential information and time-sensitive documentation.
Key Responsibilities:- Review investor information and documentation for completeness and accuracy
- Evaluate trust, entity, and other complex documents for consistency and required information
- Verify investor qualifications and supporting documentation in accordance with applicable guidelines
- Maintain organized compliance records, tracking logs, and audit-ready documentation
- Work closely with internal teams to support timely and accurate investor onboarding
- Identify and escalate complex or unusual documentation matters for additional review
- Provide occasional front desk coverage and general administrative support as needed
Qualifications:- High school diploma required; Associate or Bachelor's degree preferred 2+ years of experience in operations, administration, customer support, or a related field
- Proficiency with Microsoft Office Suite
- Familiarity with CRM or document management systems preferred
- Strong attention to detail and accuracy
- Professional communication and interpersonal skills
- Ability to appropriately handle confidential information
- Comfortable working in a fast-paced, deadline-driven environment
Additional Details:
Contract role through the end of January.
Business professional or polished casual dress.
Two-step virtual interview process.
Perks:
Professional and collaborative work environment. Opportunity to gain experience in investor operations, compliance, and financial services. Supportive team environment. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
