Operations Specialist (Investor Communications) - US Hours/Remote

Operations Specialist (Investor Communications)

The Operations Specialist (Investor Communications) will work with both internal stakeholders and clients to ensure delivery and accurate representation of regulatory and non-regulatory communications, such as trade confirmations and statements. They will help to ensure client branding and communications are clear and compliant, engaging in daily processes and project-oriented work to make Apex Fintech Solutions a best-in-class solution for investor communications.

Duties / Responsibilities

• Assist in the preparation and review of investor documentation, including agreements, disclosures, and compliance-related materials.
• Ensure investor communications requests are processed while adhering to processing deadlines.
• Perform regular reconciliation to ensure compliance.
• Work with and provide assistance to internal and external stakeholders, including Apex internal teams, third-part...