About Us
AbroadWorks is a fast growing global enterprise with established operations in the United States, India, and the Philippines. We specialize in providing both service-based solutions and advanced tech to help North American organizations in finding, onboarding, and managing global talent easily.
Our Offerings
Global Staffing Services: Currently, the majority of our revenue is generated through our comprehensive global staffing services, which cater to the diverse needs of our clients.
Technology Solutions: Looking ahead, our strategic focus is to expand our footprint in the software sector, leveraging our technology to improve global human capital and talent management processes.
Job Title: Investor Services Associate
Location: Fully Remote, Philippines
Rate: $5.00- $8.00 per hour based on experience
Schedule: Monday to Friday, Eastern Standard Time
Job Type: Full Time
Job Description
We are seeking an experienced
Investor Services Specialist to support investor onboarding, fund transactions, AML/KYC reviews, tax documentation, regulatory reporting, and ongoing investor relations.
The ideal candidate has prior Investor Services or client relations experience, a strong understanding of AML and FATCA/CRS requirements, and excellent organizational and communication skills. This role requires someone who can manage multiple priorities, work with sensitive investor information, and maintain accuracy while meeting tight deadlines.
Requirements
- Prior experience in Investor Services or client relations is required.
- Working knowledge of AML and FATCA/CRS requirements.
- Excellent interpersonal and communication skills.
- Strong organizational skills with the ability to manage multiple demands, competing priorities, and constant change.
- Ability to allocate time effectively and consistently meet tight deadlines.
- Strong attention to detail and accuracy when handling investor documentation and regulatory information.
- Strong proficiency in Microsoft Office.
- Ability to work independently while following established policies, procedures, and regulatory requirements.
Responsibilities
- Review and process fund subscription and redemption documents in accordance with fund offering documents and applicable tax and AML/KYC requirements.
- Review AML/KYC information during investor onboarding to ensure compliance with fund and regulatory requirements.
- Conduct ongoing investor due diligence and follow up with investors regarding missing, incomplete, or expired information.
- Communicate with investment managers, investors, external parties, and other stakeholders regarding investor services matters and ad hoc requests.
- Review and process closings for Private Equity Funds.
- Obtain valid tax reporting forms from investors where tax services are provided.
- Validate and release investor documents and communications according to investor and fund management instructions.
- Ensure investor distribution information is accurate, current, and compliant with applicable instructions.
- Prepare and review FATCA/CRS reporting and submit required reports to relevant authorities.
- Validate updates to investor information and perform call-backs when required.
- Respond to ad hoc reporting requests from clients.
- Maintain accurate investor records and documentation while following internal policies and procedures.
- Perform other related duties as assigned by the manager.
Successful candidates for this role are expected to possess the following attributes:
- Must have excellent English communication skills.
- Has the ability to complete projects in a timely manner and quickly adjust to changing circumstances and embrace new technologies, processes, or methods.
- Great logical and verbal reasoning skills.
- Exceptionally detail-oriented.
- Exceptional problem-solving and information-processing skills.
- Ability to think outside the box.
- A great work ethic and interest in learning new concepts and growing with the job.
- Ability to work both independently and as part of a team.
- Must have their own work device (preferably a desktop or laptop) and a stable internet connection.
- Must be comfortable with using a time-tracking software for payroll purposes.
- Must be willing to undergo a background verification check during the final stages of the hiring process.
Successful candidates for this role will be rewarded with the following benefits:
- A total of five paid vacation days per year (additional days can be taken unpaid).
- A 5% raise per year guaranteed (additional raises or bonuses may be given for outstanding performance).
- A paid 15-minute break for every 4 hours of work
- Healthcare benefits after 2 months of full-time work.
- Vacation days increase by 1 vacation day per year. I.e. after one year of employment, the total paid vacation days on year 2 would be six, on year 3 seven, etc.
Our main focus is to build an energized and motivated workforce where our employees are happy and satisfied with their jobs and growth opportunities.
We are looking forward to making you a part of our team!
Thank you for your time and interest.
