Investor Services Analyst
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for an Investor Services Analyst
Contractor.
Key Responsibilities
Complete routine operations related to investor services functions,
focusing on anti-money laundering (AML) processes
Assist in training new associates and reviewing their work for
accuracy
Support onboarding of new clients and understand AML requirements
for domestic and offshore funds
Required Qualifications, Training, and Education
Associate degree or two years of post-high school education, or
high school diploma with relevant work experience
One year of clerical experience in a financial services
environment
Knowledge of BSA and the US Patriot Act is preferred
Familiarity with IRS Form W-9, W-8, and CRS certifications is
preferred
Experience with AltPro and moderate Microsoft Office skills
Keywords: VirtualVocations, Tustin , Investor Services Analyst, Professions , Vista, California
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here to apply!
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