Investor Operations Specialist Griffin Capital Company El Segundo, CA Job Details Full-time $65,000 - $85,000 a year 17 hours ago Benefits Paid holidays Disability insurance Health insurance On-site gym Dental insurance Paid time off 401(k) matching Qualifications Microsoft Word CRM software Microsoft Excel Microsoft Outlook Bachelor of Science Salesforce Microsoft Office High school diploma or GED Bachelor's degree Computer skills Financial services 1 year Entry level Full Job Description About the Company Griffin Capital Company is a multifamily-focused real estate investment firm that invests through a series of discretionary investment vehicles. The Company has approximately $4 billion of assets under management and over 12,000 units in its portfolio. We manage a diverse portfolio of institutional-quality assets across the United States. Our goal is to create reliable, thematic investment solutions to meet the needs of our investors and the communities in which we invest. Since 1995, Griffin Capital has owned, managed, sponsored and/or co-sponsored approximately $23 billion in assets across a wide range of real estate sectors and investment structures. Position Summary Provide service to advisors and their client, supporting trade processing, closing coordination, and account maintenance. Professionally and effectively answer questions relative to operational procedures. Partner with fund administrator to facilitate timely and effective communications, process transfers and account updates, and reconcile records with custodians, as applicable. Duties and Responsibilities Professionally provide verbal and written follow-up to investors and financial advisors, answer questions related to operational policies, and investment and closing processes; route inquiries to appropriate department(s) when necessary. Manage entry and updates of investor accounts in Salesforce, ensuring financial professional contact information is current, and creating and tracking investor transactions, client account updates, call/service tracking, and sales reporting. Provide insight into new system functionalities for continued efficiencies of Salesforce use. Reconcile trade records daily, log service items, and support advisors and their clients to review subscription processes. Facilitate effective and timely investment processing, ensure subscriptions are in good order, investigate and communicate outstanding items back to financial advisor, verify

FINRA/SEC

records for compliance purposes, and coordinate closing schedule with internal departments/external partners. Maintain books/records for investor account information, process account update forms, transfer forms, etc., coordinate re-registrations and other account updates with fund administrator, financial advisors, and custodians, as applicable, to reconcile investor records. Coordinate preparation and dissemination of investor welcome letters, subscription agreements, statements, closing communications, distribution confirmations, and other periodic reporting. Provide clerical aid including document preparation, investor email notifications, filing, and other document organization. Communicate effectively across internal stakeholders (Sales, Marketing, Accounting, Compliance, etc.) on all applicable matters pertaining to advisors in their relationship management responsibilities. Qualifications Relevant Work Experience - 1-3 years of experience in an investor operations or advisor services, or financial services/trade processing. General knowledge of regulatory, compliance and legal requirements for investor onboarding, updates, and transfers, a plus. Education - BA/BS degree preferred, but not required. High school diploma required and/or equivalent combination of education and experience. Computer Skills - Competency with Microsoft Office, most importantly Outlook, Word, and Excel. CRM experience essential, Salesforce preferred. Benefits and Salary Griffin Capital's salary ranges are determined by role, duration of direct experience, and internal and external pay equity considerations. The base starting salary range for this exempt full-time position is $65,000 - $85,000 + bonus eligibility + benefits.\• At Griffin Capital, we strive to offer a comprehensive and competitive benefits package to our employees. To support the physical, financial, and emotional well-being of employees, we offer: 100% company paid individual Medical and Dental Insurance. 100% company paid individual Life and Long- and Short-Term Disability Insurance. 401(k) plan with up to 4% matching and full vesting. Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service. A yearly Birthday Holiday and paid time off for community service. State of the art onsite gym. Company funded Lifestyle Spending Account. Access to other health and tax-advantaged benefits. Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Griffin reserves the right to alter these benefits in whole or in part at any time without advance notice. In addition to the above-listed benefits, the firm also offers hybrid work options specific to roles, an employee-led professional development program, and community involvement through its Griffin Care and Community Committee. \• Please note that the compensation information provided is a good faith estimate for this position only and is provided pursuant to the California Salary Transparency in Job Advertisements Law. Griffin Capital takes into consideration a candidate's education, training, and experience, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value, including seniority and merit systems, and internal pay alignment when determining the salary level for potential new employees. In compliance with the California Law, a potential new employee's salary history will not be used in compensation decisions. Equal Employment Opportunity at Griffin We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), family and medical care leave or the denial of family and medical care leave, mental or physical disability (including HIV and AIDS), marital status, domestic partner status, medical condition (including cancer and genetic characteristics), genetic information, military and veteran status, political affiliation, national origin (including language use restrictions), citizenship, race, sex (including pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, and gender expression, sexual orientation, or any other basis protected by applicable federal, state or local law, rule, ordinance or regulation. We will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Ordinance and the California Fair Chance Act and consistent with other similar and / or applicable laws in other areas. We also afford equal employment opportunities to qualified individuals with a disability. For this reason, Griffin Capital will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations and in accordance with applicable local, state and / or federal law. Any applicant who requires an accommodation in order to perform the essential functions of the job should contact a Human Resources Representative to request the opportunity to participate in a timely interactive process.

Job Type:

Full-time Pay:

$65,000.00 - $85,000.00 per year

Schedule:

Monday to

Friday Work Location:

In person