Private Equity Specialist

Job Summary

A company is looking for a Private Equity Specialist.

Key Responsibilities

• Process new investments, liquidations, in-kind exchanges, and expense requests from clients
• Ensure timely and accurate completion of transactions and customer requests
• Communicate effectively with investors, sponsors, and internal departments to resolve service requests

Required Qualifications

• Data entry skills with a typing speed of 40+ wpm
• Extensive customer service experience in the financial, banking, or retirement service area
• Two years of experience in IRA, retirement services, or banking operations
• Working knowledge of Microsoft Suite: Word, Excel, PowerPoint, and Outlook
• Strong sense of integrity and ability to work under pressure