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.
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
- 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
About the Company
Larson Capital Management primarily focuses on commercial real estate investments. The company is rapidly expanding in investment holdings throughout the country. Our current holdings include office, industrial, retail and multi-family properties or developments located across six states and our path for growth is significant. Larson Capital Management is a registered RIA with the SEC and is part of the Larson Financial Holdings group of companies which collectively has 11 Billion dollars of assets under management for clients across the county.
Our culture is one which strives for excellence, allows for a degree of autonomy to reach your individual goals and is built on the expectation that those who join our team seek for a challenging and often changing environment where you can continue to build upon your skill base and bring new value, ideas and best practices to the entire organization.
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.
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