Investor Servicing / Operations Assistant

Position:

Location:

be provided)

Salary:

Experience:

Employment Type:

About the Role

We are looking for a proactive and highly organized investor servicing & operations assistant to

provide administrative and operational support. This role requires someone who is efficient, detail-

oriented, and possesses excellent communication skills. The ideal candidate should be able to

manage tasks independently while maintaining a warm and professional demeanour.

Key Responsibilities

• Email Management:

  Draft, review, and send professional emails to investors, ensuring clear and effective communication.

• Scheduling & Coordination:

   Manage calendars, schedule meetings, and coordinate appointments efficiently.

• Documentation & Reporting:

   Maintain records, update spreadsheets, and prepare reports as required.

• Client Interaction:

   Serve as a point of contact for clients, maintaining a friendly and professional relationship.

• Administrative Support:

   Handle miscellaneous administrative tasks to ensure smooth daily operations.

• AIF compliance:

   Assistance with AIF compliance tasks & filings.

• AIF operations:

   Supporting in AIF operations & regulatory filings, handling secretarial matters of AIF IM Board related matters, Demat of AIF units.

Qualifications & Skills

• Strong command of English (written and spoken) for professional communication.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook).
• Well-organized, detail-oriented, and capable of multitasking.
• Ability to work independently with minimal supervision.
• Friendly, warm, and professional demeanour when dealing with clients and stakeholders.

Preferred Qualifications

BCom or Company Secretary (CS) with Prior experience in executive assistance / compliance / operations / administration / customer support.