Senior Investor Relations Specialist (Advisor Services)

Job Type
Full-time
Description
ABOUT THE COMPANY
Griffin Capital Company is a leading full-service real estate investment and management company. We manage a diverse portfolio of institutional-quality assets across the United States. Our goal is to create reliable, thematic investment solutions to meet the needs of our investors and the communities in which we invest. Since 1995, Griffin Capital has owned, managed, sponsored and/or co-sponsored approximately $23 billion in assets across a wide range of real estate sectors and investment structures. The Griffin Capital Team has engaged in the development of approximately $4.3 billion of real estate with a specific focus on the multifamily sector where it has a development portfolio of more than 11,200 apartment units.
POSITION SUMMARY
Provide service to advisors and their clients, handling subscriptions and closing process from start to finish. Manage specific account relationships and ensure account management, including transfers, re-registrations to custodians, and other account updates, which requires knowledge about certain regulatory, compliance and legal requirements.
DUTIES AND RESPONSIBILITIES

• Manage investor onboarding and training efforts from start to finish, coordinating communication and actions with the advisor and their client(s) on processes and document review.
• Perform regulatory checks and verifications; understanding investors' needs/requirements and managing timelines to ensure investment deadlines are met.
• Manage entry and updates of investor accounts in Salesforce, ensuring financial professional contact information is current, and creating and tracking investor transactions, client account updates, call/service tracking, and sales reporting. Provide insight into new system functionalities for continued efficiencies of Salesforce use.
• Handle daily closings, coordinating all the necessary internal and external parties, applicable deadlines, and authorization of fund movement.
• Process account maintenance for all products including transfers, re-registrations to custodians, and account updates for current investors and financial advisors.
• Respond to all incoming inquiries, providing basic updates on certain investments, virtual meetings/demos to review paperwork, and/or the navigation of the investor portal.
• As applicable, manage specific relationships with broker-dealer offices or certain financial professionals and their clients, who regularly request quarterly sales reporting, kit tracking, and other compliance-related items.
• May participate in the buildout and launch of third-party platforms. Facilitate internal/external training of the system, tests functionalities, provide feedback, and makes suggestions for improvement prior to launch. Once live, coordinate with internal and external teams to ensure trades are processed and routed accurately within the system.
• Provide support to Sales Strategy Specialists, participating on calls to run through documentation and answer operational questions.
• Manage fulfillment of offering materials with vendor. Track and retain kit records for compliance purposes, and home office inquiries.
• Complete ad hoc requests, special projects and additional duties as assigned.

Requirements
QUALIFICATIONS AND SKILLS REQUIREMENTS

• Relevant Work Experience: Minimum two years' experience in Investor Relations or Advisor Services role. Three to five years' experience in Real Estate and/or Financial Services industry.
• Education: Bachelor's Degree preferred but not required; or equivalent combination of education and experience considered.
• Industry Knowledge: Knowledge of the regulatory, compliance and legalities for investor account changes/updates is preferred. Previous experience working with registered representatives, broker dealers, registered investment advisors, and/or investors. Knowledge of 1031 tax deferred exchanges, qualified opportunity zone funds, and/or real estate development funds preferred.
• Computer Skills: Proficiency with Microsoft Office, most importantly Outlook, Word, and Excel. CRM experience essential, Salesforce preferred.

Knowledge and Skills:

• Continuously prioritize multiple projects with a high degree of flexibility and focus on quality.
• Work with strong level of decorum, maintaining trust and confidentiality in relationships and processes.
• Strong time and project management skills, ensures all assigned reports and tasks are prepared and delivered on a timely basis with the highest level of accuracy.
• Work independently with little management oversight.
• Strong problem-solving skills, identify system and workflow risks and areas for improvement, and provide solution-oriented recommendations.

SALARY AND BENEFITS
The base salary range for this exempt full-time position is $65,000 - $85,000 annual base salary + bonus eligibility + benefits.
Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications, internal equity, and alignment with market data for geographic locations. This posted starting salary range is accurate for this role at this location at the time of this posting. This range may be modified in the future.
At Griffin Capital, we strive to offer a comprehensive and competitive benefits package to our employees. To support the physical, financial, and emotional well-being of employees, we offer:

• 100% company paid individual Medical and Dental Insurance.
• 100% company paid individual Life and Long- and Short-Term Disability Insurance.
• 401(k) plan with up to 4% matching and full vesting.
• Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service.
• A yearly Birthday Holiday and paid time off for community service.
• State of the art onsite gym.
• Company funded Lifestyle Spending Account.
• Access to other health and tax-advantaged benefits.

Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Griffin reserves the right to alter these benefits in whole or in part at any time without advance notice.
In addition to the above-listed benefits, the firm also offers hybrid work options specific to roles, an employee-led professional development program, and community involvement through its Griffin Care and Community Committee.
EEO STATEMENT
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
Salary Description
$65,000 - $85,000