Investment Support Associate

Company: William Kruse & Company LLC
Location: Grapevine
Posted on: April 3, 2021

Job Description:

Company Description:William Kruse & Company is an investment service company that supports and manages the operations of a single private family office. The position offices at the company's home office in Grapevine, TX.
Summary of Position:We are currently seeking an investment support associate to join our growing team. You will be responsible for performing daily investment administrative task as well as supporting the management team with investment and Pro forma reporting. A strong work ethic, attention to detail, ability to thrive in a fast-paced environment and a willingness and desire to learn is a must. Responsibilities:

• Support Investment team
• Investment and Pro forma reporting
• Investment onboarding
• Working with Investor on subscription docs
• Electronic filing of documents
• Maintain electronic investment files
  Qualifications:
  • Bachelor's degree is preferred
  • 2 years of experience applicable administrative experience
  • Strong knowledge of investments is preferred
  • Professional experience working with confidential and sensitive information
  • Proficiency in MS Office
  • Strong written and verbal communication skills
  • Strict attention to detail, highly organized, and efficient
  • Independent, self-motivated, dependable, and a team player
  • Practice with the highest ethical standards
    Physical Demands:
    • Must be able to use stairs exclusively
    • No travel is required
    • Benefits stipend provided

Keywords: William Kruse & Company LLC, Grapevine , Investment Support Associate, Other , Grapevine, Texas