Jobs in Halifax

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Within 25 km of Halifax

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Standish Management UK

Investor Services Specialist

Halifax, NS, Canada

Compensation Range: $58,000 - $61,000 annually · Full-time

Within 25 km of Halifax · About 0.5 km from the city centre

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Job details

Pay: Compensation Range: $58,000 - $61,000 annually
Job type: Full-time
Apply by: Nov 5, 2026
Education: Bachelor’s degree
Posted: Oct 6, 2026

Original job description

Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.

Responsibilities

Respond to client and investor requests including but not limited to:
- Granting access to the investor portal
- Updating investor information
- Assisting with new investor onboarding
- Financial information questions
- Assist with completing audit documents
Assist with ad-hoc projects such as:
- Financial and Tax reporting
- Capital call and distribution tracking
- Wire preparation
Compile and organize investor CRM information with updated and accurate client information
Communicate and provide information to the technology team to set up client portals
Run Anti-Money Laundering (AML) reports and update AML database as needed
Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
Responsibly secure and handle sensitive financial and personal datea
Maintain dialogue and build relationships with client personnel and investors (LPs)

Qualifications And Experience

Bachelor’s Degree required
Experience in a client-oriented office environment, preferably in a related industry
Proficiency in Microsoft Office applications, particularly Excel and Outlook
Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
Proven ability to manage competing priorities and deadlines
Ability to effectively communicate to team members
Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Benefits

Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
Comprehensive disability/maternity and paternity plans
401K
Flexible Vacation Plan
Sick Time Accrual Plan
Standard holidays along with year-end office closure
A flexible work environment for all employees

Compensation Range: $58,000 - $61,000 annually

Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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More about this job

Responsibilities

Respond to client and investor requests, support onboarding and portal access, maintain accurate investor records, and assist with AML reporting, financial and tax reporting, audits, and fund administration. Coordinate team deadlines and projects while handling sensitive information and building relationships with clients and investors.

Requirements

A bachelor's degree is required, along with experience in a client-oriented office environment; experience in a related industry is preferred. Candidates should be proficient in Microsoft Office, especially Excel and Outlook, and demonstrate strong communication, teamwork, attention to detail, and the ability to manage competing priorities and deadlines.

Skills

Client Services
Investor Relations
Investor Onboarding
Financial Reporting
Tax Preparation
Audit Preparation
Fund Administration
Microsoft Excel
Microsoft Outlook
Anti-Money Laundering
Project Management
Deadline Management
Data Management
Interpersonal Communication
Attention to Detail

Benefits

Medical Coverage
Dental Coverage
Vision Coverage
Life Insurance
Health Savings Account
Flexible Spending Account
Disability Coverage
Maternity and Paternity Plans
401(k)
Flexible Vacation Plan
Sick Time Accrual Plan
Paid Holidays
Year-End Office Closure
Flexible Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Fund Accounting
Fund Administration
Investor Services
Client Services
Investor Relations
Investor Portal
Investor Onboarding
Investor CRM
Anti-Money Laundering
AML Reports
Financial Reporting
Tax Reporting
Tax Preparation
Audit Documents
Audit Preparation
Capital Calls
Distributions
Wire Preparation
Microsoft Office
Microsoft Excel
Microsoft Outlook
Project Management
Deadline Management
Sensitive Financial Information
Limited Partners

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