What are the responsibilities and job description for the Private Market Services Operations Specialist position at Oxford Financial GRP?
Department:
Private Market Services
Reports to:
Senior Private Market Services Director
FLSA Status:
Non-Exempt
Position Summary:
This position is responsible for maintaining investor/equity database. Formats and processes investor statements. Formats and posts internal reporting. Processes other investor financial notifications.
Duties & Responsibilities:
Maintains Investran Database
- Maintains contact names and addresses
- Maintains primary and secondary contact information by investor and correspondence type
- Updates and maintains other fields as needed
Subscription requests
- Reviews and approves investment requests in Salesforce
- Maintains request tracking module in database
- Maintains tracking reports on Tube page
Investor Deliverables
- Prepares and processes monthly new investor acceptance notices
- Processes annual PMS audited financials
- Processes other operational deliverables as needed
Database Reporting
- Prepares with appropriate formatting PMS reporting (both internal and external
- Updates and posts internal reporting to public folders
Private Market Services Administrative
- Submits tax returns to appropriate taxing agency
- Tracks tax return processing
- Sets up and maintains financial files
- Archives financial files annually
Document Handling
- Downloads and saves investor subscription documents
- Reviews documents for completion and logs as needed
Performs other duties as assigned
Qualifications:
- Associate degree or equivalent
- Excellent computer skills with experience in Microsoft Word, Excel and Outlook required
- Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
- Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
- Proven analytical and problem‑solving skills with ability to produce accurate, data‑driven work
- Professional demeanor with an uncompromising respect for discretion and confidential matters
- Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion
Working Conditions:
- Minimal travel required
- Long periods of sitting and utilizing a computer
- Schedule must be flexible to work overtime to accomplish business objectives