Private Market Services Operations Specialist in Cincinnati, Ohio at Oxford Financial GRP

NewJob Function: General Business
Oxford Financial GRP
Cincinnati, Ohio, 45202, United States
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Job Description

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

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Job Location

Cincinnati, Ohio, 45202, United States

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