About

• Description

Objective

• To Function as a Fiduciary for the Van Tuyl Family by working collaboratively with the Vantage Team on efficient business operations, reporting, and client service.

Role & Key Responsibilities

• Operations & Reporting: Primary liaison for all investment reporting software. Provide custom reports, client account reports and complete all operational requests; Ability to identify and resolve all reporting errors or missing information.
• Enhance efficiency & Operational procedures: develop a thorough understanding of our investment operations; identify and articulate areas for improvement, streamline workflows and coordinate with Key Partners to maintain smooth operations across the organization.
• Trading: Support senior team members in trading activities and all associated cash management questions. Responsible for daily reconciliation of trades with custodians, brokers, and third-party vendors. Resolve all trade issues daily. Follow up to ensure that all transactions are reflected accurately
• Client Service: establish and maintain an excellent working relationship with our Van Tuyl family clients and the Van Tuyl family office team in Scottsdale, AZ.
• Backup role to Director of Operations & CCO: support and perform all responsibilities associated with the Manager’s role, as needed.
• Other responsibilities: will be asked to assist with special projects and team assignments upon Manager’s or Key Partners’ discretion.

Key Partners

• President & Chief Investment Officer
• Vantage Investment Partners, LLC
• Requirements
• Comprehension of the various dynamics of a registered investment advisor.
• Preferred minimum of 3 – 5 years of industry experience, preferably in trade operations and/or client service.
• Adept in multi-tasking and able to prioritize deadlines in a fast-paced environment.
• Initiative-taking, with a high degree of process management skills, effective communication skills, both written and verbal.
• Prominent level of organizational skills, diligence and accuracy required.
• Excellent client service skills
• Proficient in Microsoft Office suite of products, specifically Word, Excel, and PowerPoint
• Maintain punctual and consistent business hours.
• Bachelor’s degree from a four-year accredited university in business administration or finance, a plus.