Operations Assistant, Retirement Accounts - Part Time
RealtyMogul.com launched in 2013 with one mission: simplify real estate investment by connecting real estate entrepreneurs and investors through cutting-edge technology. We have built a disruptive new business by creating a leading online, crowdfunding, capital markets platform within the traditional real estate industry. Today we are a leading online real estate capital marketplace, offering commercial equity and commercial debt products nationwide, educating our investors, and building a company that will change real estate investing and financing forever.
Operations Assistant, Retirement Accounts - Part Time
We are looking for an intelligent, motivated, detail-oriented individual to work part-time in an in-house or telecommuting role. The ideal candidate will be computer savvy, meticulous, personable, detail oriented and be able to both take direction and be pro-active.
What You'll Do:
- Communicate with investors and internal team on process updates and paperwork requirements, as needed
- Flexible hours will include a daily check-in, weekly meetings, keeping up with assigned tasks in a timely manner
- Administrate the movement of retirement account based documents and funds with the supervision of the Marketplace Operations Team
- Communicate as liaison between retirement account custodians, investors, and the internal team
- Meet production goals set forth by management based on investment climate through efficient process and excellent investor communication
- Perform administrative functions as pertains to processing and reporting in the marketplace application
- Collaborate in team discussions for improving the efficiency and effectiveness of company operations
- Adhere to compliance based operations, regulatory requirements and best business practices
- Provide assistance to the investor relations team and to deliver top-tier client support
- Assist with communication to custodians during our regular investor distribution processes
- Maintain accurate, detailed production reports to management
Respond to investor inquiries through our online ticketing system
Who You Are:
- You have extreme attention to detail and are highly reliable
- You must be able to participate in a fast-paced environment
- You are exceptionally well organized
- You possess excellent phone, email and verbal communication skills
- You are a quick learner and execute effectively
- Your spelling and grammar are beyond reproach