Verified Job
Clerical - Administrative
Investor Services Onboarding Associate
Clerical - Administrative
#749101
Remote / WFH
the Inland Real Estate Group of Companies
Job Description
Full job description
As an Investor Services Onboarding Associate, you will support the accurate, timely, and compliant processing of real estate investment transactions and transfers of account ownership. You'll review investor documentation, maintain investor data, coordinate required information and signatures, and provide responsive support to investors, financial professionals, qualified intermediaries, custodians, and internal business partners. This role plays an important part in delivering a positive investor experience through accuracy, professionalism, and attention to detail.
Key Responsibilities
Investor Support & Account Ownership Transfers
Provide high-quality, investor-focused support to investors, financial professionals, qualified intermediaries, and custodians by addressing questions, updates, corrections, and issue resolution related to new investments and transfers of account ownership.
Coordinate documentation and required signatures for new investments and transfers of account ownership with investors, financial professionals, custodians, third-party administrators, and intermediaries.
Provide accurate, timely, and professional support that reflects an investor-first approach and helps create a positive service experience.
Transaction Review & Documentation
Review subscription agreements, transfer and assignment of ownership forms, trust documents, purchase agreements, and related materials for accuracy, completeness, and compliance.
Review legal entity and trust documentation to confirm required information is present and account forms are appropriately completed and executed.
Identify missing, incomplete, or inconsistent information and escalate complex documentation, authorization, or compliance-related questions as appropriate.
Prepare closing documentation and enter investor data into proprietary systems with a high degree of accuracy and attention to detail.
Operations & Process Improvement
Assist with identifying process improvements and maintaining operational procedures to support accuracy, efficiency, and service quality.
Maintain and update files, spreadsheets, and reports to ensure data remains accurate, complete, and current.
Manage documentation workflow by scanning, processing, filing, and distributing files to support accurate recordkeeping and workflow continuity.
Participate in special projects and perform other duties as assigned.
Compliance & Professional Standards
Demonstrate the highest standards of personal and professional integrity while adhering to company policies, procedures, and applicable laws, rules, and regulations.
What We're Looking For
Education
Associate's degree, technical/business school training, or equivalent work experience required.
Experience
1–3 years of general office, customer service, data entry, document processing, or administrative support experience required.
Experience in real estate, investment, mortgage, financial services, or a processing environment preferred.
Preferred Credentials
No certifications or licenses are required for this position.
Skills
Strong verbal and written communication skills, including the ability to interact professionally with investors, financial professionals, custodians, intermediaries, and internal business partners.
Proficiency with Microsoft Office Suite, Adobe Acrobat, and business systems used to review, process, track, and maintain investor and transaction documentation.
Strong attention to detail, sound judgment, follow-through, and the ability to identify documentation issues and escalate complex matters as needed.
Ability to learn proprietary systems, follow established procedures, and support process improvements that increase accuracy and efficiency.
Ability to work in a fast-paced environment while managing multiple tasks simultaneously.
Ability to work effectively both independently and as part of a team with minimal supervision.
Accurate keyboarding and data entry skills.
Working Conditions
Travel is not required for this position.
Physical Demands
This position requires the ability to see clearly at a distance of 20 inches or less to read documents and/or view the computer screen.
This position requires the ability to hear and talk and to communicate in person and via phone on a daily basis.
This position requires the ability to use hands/fingers to enter, retrieve and/or manipulate data using a computer keyboard.
Annual Base Salary Range: $60,000.00 to $70,000.00. This position is eligible to participate in the company’s annual discretionary bonus program.
Inland offers a competitive range of benefits for eligible Full-time employees:
Medical/Dental/Vision insurance (PPO)
Participation in the company 401(k) plan with a company match
Vacation Time, Nine Paid Holidays, Three floating holidays per year
Sick time
Tuition reimbursement opportunity
Company-paid life insurance equaling your annual base salary
Company-paid short-term and long-term disability
Paid Parental Leave
This position is eligible as an internal promotion opportunity.
To learn more about the Benefits Inland offers its employees please click the link to learn more.
We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.
We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, ****** orientation, familial, marital or veteran status, disability, or any other legally protected classes.
We are an E-Verify employer. Please click the following link to learn more.
As an Investor Services Onboarding Associate, you will support the accurate, timely, and compliant processing of real estate investment transactions and transfers of account ownership. You'll review investor documentation, maintain investor data, coordinate required information and signatures, and provide responsive support to investors, financial professionals, qualified intermediaries, custodians, and internal business partners. This role plays an important part in delivering a positive investor experience through accuracy, professionalism, and attention to detail.
Key Responsibilities
Investor Support & Account Ownership Transfers
Provide high-quality, investor-focused support to investors, financial professionals, qualified intermediaries, and custodians by addressing questions, updates, corrections, and issue resolution related to new investments and transfers of account ownership.
Coordinate documentation and required signatures for new investments and transfers of account ownership with investors, financial professionals, custodians, third-party administrators, and intermediaries.
Provide accurate, timely, and professional support that reflects an investor-first approach and helps create a positive service experience.
Transaction Review & Documentation
Review subscription agreements, transfer and assignment of ownership forms, trust documents, purchase agreements, and related materials for accuracy, completeness, and compliance.
Review legal entity and trust documentation to confirm required information is present and account forms are appropriately completed and executed.
Identify missing, incomplete, or inconsistent information and escalate complex documentation, authorization, or compliance-related questions as appropriate.
Prepare closing documentation and enter investor data into proprietary systems with a high degree of accuracy and attention to detail.
Operations & Process Improvement
Assist with identifying process improvements and maintaining operational procedures to support accuracy, efficiency, and service quality.
Maintain and update files, spreadsheets, and reports to ensure data remains accurate, complete, and current.
Manage documentation workflow by scanning, processing, filing, and distributing files to support accurate recordkeeping and workflow continuity.
Participate in special projects and perform other duties as assigned.
Compliance & Professional Standards
Demonstrate the highest standards of personal and professional integrity while adhering to company policies, procedures, and applicable laws, rules, and regulations.
What We're Looking For
Education
Associate's degree, technical/business school training, or equivalent work experience required.
Experience
1–3 years of general office, customer service, data entry, document processing, or administrative support experience required.
Experience in real estate, investment, mortgage, financial services, or a processing environment preferred.
Preferred Credentials
No certifications or licenses are required for this position.
Skills
Strong verbal and written communication skills, including the ability to interact professionally with investors, financial professionals, custodians, intermediaries, and internal business partners.
Proficiency with Microsoft Office Suite, Adobe Acrobat, and business systems used to review, process, track, and maintain investor and transaction documentation.
Strong attention to detail, sound judgment, follow-through, and the ability to identify documentation issues and escalate complex matters as needed.
Ability to learn proprietary systems, follow established procedures, and support process improvements that increase accuracy and efficiency.
Ability to work in a fast-paced environment while managing multiple tasks simultaneously.
Ability to work effectively both independently and as part of a team with minimal supervision.
Accurate keyboarding and data entry skills.
Working Conditions
Travel is not required for this position.
Physical Demands
This position requires the ability to see clearly at a distance of 20 inches or less to read documents and/or view the computer screen.
This position requires the ability to hear and talk and to communicate in person and via phone on a daily basis.
This position requires the ability to use hands/fingers to enter, retrieve and/or manipulate data using a computer keyboard.
Annual Base Salary Range: $60,000.00 to $70,000.00. This position is eligible to participate in the company’s annual discretionary bonus program.
Inland offers a competitive range of benefits for eligible Full-time employees:
Medical/Dental/Vision insurance (PPO)
Participation in the company 401(k) plan with a company match
Vacation Time, Nine Paid Holidays, Three floating holidays per year
Sick time
Tuition reimbursement opportunity
Company-paid life insurance equaling your annual base salary
Company-paid short-term and long-term disability
Paid Parental Leave
This position is eligible as an internal promotion opportunity.
To learn more about the Benefits Inland offers its employees please click the link to learn more.
We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.
We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, ****** orientation, familial, marital or veteran status, disability, or any other legally protected classes.
We are an E-Verify employer. Please click the following link to learn more.
