Investor Services Associate

GP Fund Solutions • Latham, NY

2d • Hybrid

About The Position

As an Investor Services Associate GPFS, you’ll play a key role in delivering exceptional services and building lasting investor relationships. Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future.

Requirements

• Bachelor’s degree in business or related field.
• 0+ years of administrative or other related experience.
• Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).

Responsibilities

• Enter and maintain non-financial data accurately, sourced from original documentation.
• Process updates and revisions to investor and investment non-financial information as needed.
• Coordinate and/or prepare monthly reconciliations to ensure data accuracy and consistency.
• Communicate proactively with clients and GPFS team members to resolve open items, clarify requests, and provide timely status updates.
• Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion.
• Support and review projects related to client requests or internal operational goals.
• Develop, organize, and maintain initial CRM data based on original documentation.
• Extract and input data into standardized templates and internal systems with a focus on accuracy, efficiency, and completeness.

Benefits

• Strong training plans and materials provided.
• Competitive Medical, Dental & Vision Insurance.
• Company-Paid Life Insurance & 401(k).
• Generous PTO, Sick Time & Paid Holidays.
• Hybrid Scheduling after probation period.
• Inclusive, team-oriented culture where people come first.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level