Operations Representative

Hines•Houston, TX

About The Position

When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World Report’s Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines. As an Operations Representative with you Hines, you are responsible for supporting the operational processing and administration of Delaware Statutory Trust (DST) investment transactions and Direct Investment activities. Provides exceptional service to financial professionals, custodians, qualified intermediaries, and investors by facilitating accurate transaction processing, resolving operational inquiries, and ensuring a seamless investment experience. Supports capital raising efforts and contributes to the overall growth and operational excellence of Hines Private Wealth Solutions. Responsibilities include, but are not limited to:

Requirements

Bachelor’s Degree preferred.
1+ years of experience in real estate investment operations, alternative investments, broker-dealer operations, wealth management operations, transfer agency, investor services, or related financial services environment.
Experience supporting Delaware Statutory Trust (DST), 1031 exchange transactions, Regulation D/private placements, alternative investments, or real estate investment products preferred.
Understanding of Delaware Statutory Trust (DST) investment structures and Regulation D offerings.
Knowledge of broker-dealer, custodian, Qualified Intermediary and alternative investment operational processes.
Strong analytical, organizational, and problem-solving skills.
Excellent attention to detail and ability to manage multiple transactions simultaneously.
Proficiency in Microsoft Office Suite and CRM platforms such as Salesforce.
Strong verbal and written communication skills with the ability to interact professionally with financial professionals, investors, and external partners.
Ability to thrive in a fast-paced environment with strict deadlines and transaction-sensitive workflows.
Ability to obtain FINRA Series 7 and 63 licenses after 12 months of employment in good standing.

Responsibilities

Coordinate the intake, review, and processing of subscription documents and related investor paperwork to ensure completeness, accuracy, and timely funding.
Serve as an operational contact for financial professionals, broker-dealers, custodians, qualified intermediaries (QIs), and investors regarding investment transactions.
Facilitate communication among investors, financial professionals, broker-dealers, custodians, escrow agents, qualified intermediaries, and internal teams throughout the transaction lifecycle.
Monitor pending transactions and proactively resolve issues that may impact funding, closings, or investor onboarding timelines.
Coordinate funding confirmations, transaction settlements, capital calls (if applicable), distributions, and investor record updates.
Maintain a understanding of 1031 exchange regulations, DST investment structures, Regulation D offerings, operational procedures, and industry best practices.
Work closely with Sales, Operations, and external service providers to support operational efficiency and exceptional client service.
Assist with offering launches, investment closings, and ongoing investor servicing activities.
Reconcile transaction data, investor records, funding activity, and operational reporting to ensure accuracy and data integrity.
Maintain and update CRM systems, investor databases, and reporting platforms, including Salesforce and Juniper Square along with other operational systems.
Prepare and distribute investor correspondence, transaction notifications, account documentation, and other communications as required.
Identify process improvement opportunities and contribute to operational enhancements that improve the investor and financial professional experience.
Keep current on industry regulations, product updates, procedural changes, and market developments impacting DST/1031 investments and Direct Investments (Regulation D).
Perform other duties as assigned.