Advisor Services Representative
Job Type
Full-time
Description

Who We Are

Griffin Capital is a leading alternative investment asset manager headquartered in El Segundo, California with offices in Irvine, California, Phoenix, Arizona, and Greenwich, Connecticut. Founded in 1995, Griffin Capital has owned, managed, sponsored or co-sponsored investment programs encompassing over $18.1 billion in assets.


Griffin Capital promotes a culture that celebrates its employees and offers several benefits such as wellness, professional development, charitable giving programs and even a Birthday Holiday. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.


General Description

The Advisor Services Representative will support the Advisor Services Department with investment document processing and financial advisor inquiries. Professionally and effectively answer incoming calls, welcome visitors and direct clients. Perform administrative support services for various departments. 


Essential Duties and Responsibilities

  • Support the Advisor Services Department with investment processing by ensuring that all investment paperwork is received in good order. This will include communicating with financial advisors, broker/dealers, and other financial institutions.
  • Answer questions and process requests related to offering’s various plans (ex. Share Redemption Plan, Dividend Reinvestment Plan, Automatic Investment Plan, etc).
  • Process and price share redemptions for various offerings.
  • Field calls and answer questions from financial advisors and the Sales Desk regarding investment programs and investor accounts. 
  • Route incoming calls promptly and efficiently; record written messages to ensure optimal communications. 
  • Work with various departments such as Sales Desk, National Accounts, Events Team and Marketing on any projects that arise. These projects may involve excel spreadsheets, database entry, email, written documents, and require multitasking ability.
  • Word process general correspondence, proposals and various management reports in a timely and efficient manner.
  • Coordinate and complete assigned administrative duties including uploading expense reports, printing and binding, ordering supplies and filing.
  • Various other administrative duties as assigned including support for executives or managers when coordinating correspondence, reports, meetings or other.


Benefits

Full benefits package including health benefits 100% paid by employer, PTO, including Birthday Holiday, paid Community Service Leave and other employer sponsored plans.

Requirements

Relevant Work Experience – Minimum of 1-3 years of entry-level administrative experience. Experience in financial industry ideal, but not required.

Education – High School diploma or equivalent; or one to three years related experience and/or training; or equivalent combination of education and experience.

General understanding of Industry and Function - Basic knowledge of the financial services and real estate industry is preferred.

Language Skills - Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability - Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills - General knowledge of all MS Office applications specifically Excel, Word, PowerPoint and Outlook.