Operations Specialist

Larson Capital Management LLC • Chesterfield, MO

3d

About The Position

The Operations Specialist position for Larson Capital Management will be responsible for handling the day-to-day administrative tasks for a growing investment real estate firm.

Requirements

• 4-year college degree or equivalent work experience
• Minimum one year of experience in a professional office environment
• Experience in, or understanding of, private equity
• A positive attitude and professional demeanor
• Detail oriented with strong analytical skills
• Proficiency in Microsoft Outlook Word, Excel and PowerPoint
• Outstanding communication skills, both written and verbal
• Critical thinking skills
• Focus on accuracy
• Problem solving and organizational skills
• Can-do attitude with enthusiasm for progress and change
• Ability to prioritize tasks and remain organized in a fast-paced environment
• Eagerness to provide the best client experience, anticipating the needs of those you support
• Experience with Yardi Investment Management software desired

Responsibilities

• Process applications to LCM funds
• Create entities and enter commitments into Yardi Investor Management
• Communicate with advisor teams and Accounting regarding scheduling of funding of subscriptions
• Confirm purchases and transfers of subscription purchases for custodians (Schwab and Fidelity)
• Maintain fund tracker sheets, master custodian sheet and Roth IRA conversion sheet
• Create bulk wire detail sheets monthly and quarterly for the payment of distributions to positions custodied at Schwab and Fidelity
• First line response on investor and advisor team inquiries, escalating issues and questions when necessary to the Operations Manager or appropriate leadership member
• Report commission fees to LFS twice per month for advisor-sold subscriptions
• Complete state Form D Filings accurately and timely and maintain records of activity
• Adjust stages of LCM opportunities in Salesforce as applications are processed and funded; perform other Salesforce activities as assigned
• Maintain overall LCM files (books and records)
• Create outgoing correspondence, forms and PowerPoint presentations
• Add or update investor information on the portal, including address changes, ownership changes, creation and delivery of statements and K-1s and respond to password reset requests
• Post monthly property financial reports to the investor portal and annual property budgets
• Load K-1’s and audits to investor portal annually
• Add PPM’s, sales materials and other information as needed to the funds and properties on the investor
• Send out DocuSign packets to investors when needed
• Assist with updating of DocuSign templates and respond to inquiries from investors and advisor teams as needed regarding DocuSign
• Other projects as assigned

Benefits

• Larson Capital Management offers a comprehensive suite of benefits including employer paid health insurance for each employee, dental and vision insurance offerings, and a generous 401(k) matching program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees