Senior Associate, Investor Services Support at Greybrook Realty Partners
Toronto, ON M5R 3P4, Canada -
Full Time


Start Date

Immediate

Expiry Date

21 Jun, 25

Salary

0.0

Posted On

21 Mar, 25

Experience

4 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Document Processing, Financial Services, Thinking Skills, Decision Making, Leadership, Excel, Outlook, Communication Skills, Client Services

Industry

Financial Services

Description

WHO WE ARE - GREYBROOK REALTY PARTNERS

Greybrook is a Toronto-headquartered private equity real estate investment firm that invests and actively manages high-quality development-based and value-add opportunities. Greybrook allows individual investors to partner on an equity-basis with leading real estate developers to jointly acquire properties situated in growing urban and suburban markets that meet our investment criteria for new development or asset repositioning. Greybrook targets average annualized returns in excess of 20% on development-based opportunities and 12% to 18% on value-add developments. Greybrook and its affiliates have invested in over 110 real estate projects in Canada and the United States with an estimated gross development value of CAD $38 billion.

QUALIFICATIONS

  • At least 4 years of experience in financial services, preferably in a client services or operations role.
  • Canadian Securities Institute (CSI) certifications or designations would be an asset.
  • Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook), with the ability to analyze and manipulate data effectively.
  • Strong analytical and critical thinking skills, with the ability to assess complex situations and drive informed decision-making
  • Excellent attention to detail, ensuring high accuracy in data entry and document processing.
  • Demonstrated ability to work independently while also providing leadership and support to junior team members.
  • Self-driven mindset with a strong ability to learn.
  • Strong communication skills, both written and verbal, with the ability to present information clearly and professionally.
  • Able to work non-traditional hours when required to support business needs during peak periods.
    Please use this link to officially apply: https://jobs.lever.co/greybrook/7fc1c6d6-91c4-40cf-81e9-78dcc05eba7a
    Job Type: Full-time

Additional pay:

  • Bonus pay

Schedule:

  • Monday to Friday

Work Location: In perso

Responsibilities
  • Serve as a key point of contact for the Investor Services team, providing high-level support by proactively managing inquiries and delivering exceptional client service.
  • Take ownership of funding-related tasks, ensuring the seamless execution of transfers, cheque processing, and deposit management, while optimizing efficiencies in workflows.
  • Lead the customization and quality assurance of subscription documents and project-related forms, ensuring accuracy and compliance with internal and regulatory standards.
  • Drive process improvement initiatives by identifying inefficiencies, recommending solutions, and implementing best practices to enhance operational effectiveness.
  • Play a critical role in corporate initiatives, including overseeing the execution of quarterly statements, secondary transfers, estates, distributions, and the development of training programs.
  • Leverage technology and data management tools to streamline tracking, organization, and reporting of key investor service functions.
  • Provide regular updates and insights on project deliverables to the AVP, Corporate & Investor Services, offering strategic recommendations for process enhancements.
  • Act as an escalation point for complex issues, resolving challenges with a solutions-oriented approach and providing guidance to junior team members as needed.
  • Contribute to the mentorship and training of junior associates, fostering a culture of continuous learning and professional development.
  • Proactively identify risks and implement measures to mitigate potential operational challenges.
  • Execute additional responsibilities with a high degree of professionalism and attention to detail.
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