Investor and Legal Services Administrator

Job summary

Founded in 2003 by Cameron Gunter, PEG Companies is a leading full-service commercial real estate development and investment firm based in Provo, Utah. PEG’s mission remains constant: create opportunities through grit, ingenuity, and expertise – providing the premier real estate experience. PEG boasts investment returns across all commercial assets, benchmarking nationally in the top quartile, as a result of our leadership team’s diverse collective experience. Our strengths include significant insight into city planning/entitlement processes, strong relationships with industry and community partners, and a strategic combination of acquisition, rehabilitation, and development capabilities. Our skills and experience, coupled with our robust pipeline of projects, loyal investor base, and strong economy, positions PEG perfectly to tackle even the most complex projects. While carefully managing risk and working collaboratively with partners, producing quality work is our utmost priority. Because at PEG we believe that development is less about buildings and more about the people inside the buildings, we approach every project with the goal of creating an attractive, functional space where end users will desire to live, work, travel, and recreate.

 

This position will report directly to the Chief Legal Officer but will have significant contact with the legal department, the equity and accounting teams.

Responsibilities
  • Work with corporate legal department in the preparation and administration of legal documents.
  • Work with investors, fund administrator, financial advisor, and other financial servicers to ensure the complete onboarding and processing of new and existing investor documents; including but not limited to, subscription documents, KYC, and AML.
  • Track and review investor files throughout the onboarding process
  • Work with internal legal team and third-party administrator to ensure all Legal and Compliance, tax, and KYC/AML requirements, are met for onboarding investors into the fund and other investment vehicles.
  • Understand the company’s fund and investment structures to ensure investors are correctly onboarded into fund and investment vehicles.
  • Data management related to investor data, CRM platforms, and other legal documents.
  • Provide timely responses to inquiries from investors and internal clients
Qualifications

The ideal candidate will have:

  • Strong client relationship management skills
  • Experience in law firm, corporate legal department, investor or client services, investor or client relations, client onboarding or a related field (wealth management, financial services, fund administration)
  • Understanding of corporate entity structures strongly preferred (Corp, LLC, Foundation) and estate planning/retirement vehicles structures (Trust, IRA, 401k)
  • Ability to read, analyze and interpret legal documents
  • Understanding of Salesforce and other CRM platforms and strong experience with Word and Excel

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