Job description

About the Company
Griffin Capital Company is a leading full-service real estate investment and management company that for nearly three decades has established a reputation for leadership and innovation led by a team of cycle-tested professionals with expertise in acquisitions, investment management, and capital markets. 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
Support the Investor Relations Department as well as Financial Advisors and Investors with trade processing, closing coordination, and account maintenance. Professionally and effectively answer questions relative to operational procedures. Partner with fund administrator to facilitate timely and effective communications, process transfers and account updates, and reconcile records with custodians, as applicable. Support Sales by managing CRM books and records, logging service items, and hosting calls with advisors and their clients to review subscription and closing processes.

Duties and Responsibilities

• Professionally provide verbal and written follow-up to investors and financial advisors, answer questions related to operational policies, and investment and closing processes; route inquiries to appropriate department(s) when necessary.
• Support Sales, manage integrity of Salesforce data, reconcile trade records daily, log service items, and host calls with advisors and their clients to review subscription processes.
• Facilitate effective and timely investment processing, ensure subscriptions are in good order, investigate and communicate outstanding items back to financial advisor, verify FINRA/SEC records for compliance purposes, and coordinate closing schedule with internal departments/external partners.
• Maintain books/records for investor account information, process account update forms, transfer forms, etc., coordinate re-registrations and other account updates with fund administrator, financial advisors, and custodians, as applicable, to reconcile investor records.
• Coordinate with Marketing and outside fulfillment company to process requests for offering materials, printing/shipping tax packages, and other mass mailings.
• Coordinate preparation and dissemination of investor welcome letters, subscription agreements, statements, closing communications, distribution confirmations, and other periodic reporting.
• Provide clerical aid including document preparation, investor email notifications, filing, and other document organization.

Requirements:

• Relevant Work Experience: 1-3 years of experience in a corporate office preferred, specifically, customer service, operations, or financial services/trade processing. General knowledge of regulatory, compliance and legal requirements for investor onboarding, updates, and transfers, a plus.
• Education: BA/BS degree preferred, but not required. High school diploma required and/or equivalent combination of education and experience.
• Computer Skills: To perform this job successfully, an individual should have demonstrated competency with Microsoft Office, most importantly Outlook, Word, Adobe, and Excel. CRM experience essential, Salesforce preferred.
• Good written and verbal communication skills
• Strong customer service and interpersonal skills
• Highly organized with strong planning skills and ability to manage competing demands
• Strong detail orientation, demonstrating accuracy and thoroughness in work results

Benefits and Salary
At Griffin Capital, we strive to offer a comprehensive and competitive benefits package to our employees. Employees receive 100% company-paid medical and dental coverage for themselves and subsidized coverage for their dependents, as well as access to other health and tax-advantaged benefits. To support the financial, physical, and emotional well-being of employees, Griffin Capital offers a 401(k) plan with generous employer matching, a company-funded Lifestyle Spending Account, an employee-led professional development program, and community involvement through its Griffin Care and Community Committee. The firm also offers hybrid work options specific to roles. In addition to annual paid holidays, employees enjoy competitive paid time away offerings, a yearly Birthday Holiday, and paid time off for community service.

Griffin Capital’s salary ranges are determined by role, duration of direct experience, and internal and external pay equity considerations.

• The base salary range for this non-exempt, full-time position is $31-$38/hour ($65,000-$80,000) + bonus eligibility + benefits.

EEO Statement
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender identity or expression, sexual orientation, disability status, age, veteran status, citizenship or immigration status, and other protected status as required by applicable local, state, and federal laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

(Related Skills: Investor Relations / Investor Operations / Client Service Associate)

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

estebanjefferson.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, estebanjefferson.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, estebanjefferson.com is the ideal place to find your next job.