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Investor Services Specialist

5 Maxwell Dr, Clifton Park, NY 12065, USA Req #80
Friday, May 15, 2020


The Investor Services Specialist is responsible for the daily investor support across multiple fund administration teams.  Candidates must be client-oriented, technology savvy, demonstrate initiative and have attention to detail with excellent time management skills.  Successful candidates must also perform well under time constraints while handling multiple projects simultaneously.  In addition to their own daily responsibilities, this position is responsible for assisting other team members as 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


  • Minimum of an Associate’s Degree in Business Administration or related field
  • 1-3 years’ experience in administration or related field preferred 
  • 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 communicate and interact professionally and effectively through written and oral communication with current and potential clients
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines
  • Ability to work both independently, prioritizing and multi-tasking, as well as working collaboratively in a team environment
Ultimus Leverpoint is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Other details

  • Pay Type Hourly
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA