Investor Services Associate

Investor Services · Saint Paul, Minnesota
Department Investor Services
Employment Type Full Time
Minimum Experience Entry-level

AEI is a successful sponsor of net lease commercial property income Funds and DSTs based in downtown St. Paul, Minnesota. Founded in 1970, our positive track record in net-lease commercial real estate is unmatched in the industry.

 

We have an exciting opportunity for an experienced Investor Services Associate to join our team!

 

As an Investor Services Associate, you will be an integral part of a fast-paced, team-oriented environment that focuses on servicing our clients.  The primary goal is to support existing investors and financial professionals with all aspects of their investment inquiries. The position is responsible for researching and responding to incoming telephone, mail, fax and email inquiries regarding ownership registrations, investor distributions of income, investment valuations, commission payments, and other partnership and asset management topics. This position also performs duties as may be required by the various AEI Corporations, real estate Funds (Funds and DSTs).

 

The position operates in a partially remote capacity and requires you reside in the Greater Minneapolis- St. Paul, Minnesota area.

 

At AEI, you will be part of an inclusive, collaborative culture that rewards you for your contributions. You will work with other talented individuals who share your passion for doing great work that is in the best interest of our clients.

 

If you have a strong customer service background with a broad-based knowledge and understanding of commercial real estate investment concepts, this position may be an excellent opportunity for you.

 

Basic Qualifications:

Bachelors degree or 2-5 years of equivalent experience within the financial services or investment industry.


Skills/Experience:

  • Proven customer service and problem resolution skills.
  • Active listening skills to obtain information and understand investor needs.
  • Ability to collaborate with internal business partners to research and resolve complex requests.
  • Ability to work independently with minimal supervision while participating in a team environment.
  • Ability to manage multiple tasks/projects simultaneously while meeting deadlines.
  • Strong verbal and written communication skills.
  • Strong attention to detail.
  • Exceptional organizational skills.

Thank You

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  • Location
    Saint Paul, Minnesota
  • Department
    Investor Services
  • Employment Type
    Full Time
  • Minimum Experience
    Entry-level