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Kaufman Rossin

Audit, tax, and advisory services

Investor Services Associate

AccountingPosted on Nov 10
Full-timeMiami, FL, USANo salary listed

About the Job

Requirements

  • Understand investor reporting matters.
  • Understand anti-money laundering procedures and matters.
  • Communicate clearly with clients and investors via email and phone.
  • Review documents and liaise with clients and investors to ensure documents are complete.
  • Have strong computer skills for a paperless office.
  • Have a bachelor's degree in accounting, Finance, or a related discipline.
  • Demonstrate advanced proficiency with Microsoft Excel.
  • Have strong organizational and analytical skills and communicate effectively.
  • Have excellent verbal and written communication skills.
  • Be attentive to detail and handle work quickly and accurately.

Responsibilities

  • Process capital activity, including subscriptions, transfers, and redemptions.
  • Review fund and investor documentation.
  • Perform anti-money laundering and due diligence checks on investors.
  • Prepare investor reporting and handle investor communications and inquiries.
  • Work with team members and communicate directly with clients, investors, and their legal counsel.
  • Be responsible for a group of clients.
  • Take initiative to resolve problems for clients, investors, and team members.

Desired Qualifications

  • Knowledge of record-keeping systems is a plus.
  • Understanding of accounting and financial reporting is a plus.

About the Company

Kaufman Rossin

Audit, tax, and advisory services

Kaufman Rossin delivers professional services to businesses and their leaders, guiding them from startup through succession. Rooted in Florida since 1962, the firm has more than 300 professionals serving clients in dozens of countries. Its offerings include audit and tax services, plus business, risk and forensic advisory. The firm emphasizes a track record of client service and workplace culture, highlighted by awards such as Best Accounting Firm to Work For among large firms both nationwide and locally. Its goal is to help clients grow, manage risk and plan for the future across every stage of their business lifecycle.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Miami, FL
Founded
1962

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