Investment Processor

About United Legacy

United Legacy is a privately owned alternative investment firm specializing in real estate-based investment opportunities. With offices in Del Mar, La Jolla, Honolulu, and Tampa, our mission— Funding Freedom —reflects our commitment to helping clients achieve long-term financial independence through transparency, precision, and trust.

We’re a fast-growing, high-performance firm built on accountability, collaboration, and results. Every team member plays an essential role in delivering an exceptional client experience.

Position Summary

The Investment Processor is a key operational role responsible for managing the documentation, coordination, and communication behind each client investment. This role ensures that every transaction—from initial paperwork to final funding—is handled with accuracy, professionalism, and efficiency.

You’ll work closely with Advisors, Custodians, and the Client Portfolio Manager (CPM) to ensure clients experience seamless service at every stage of the investment process. This position is full-time, onsite at our Del Mar office , reporting directly to the Client Portfolio Manager.

Responsibilities

Client Communication & Service

• Act as a liaison between clients, custodians, and internal departments.
• Provide timely updates and maintain professional, proactive communication.
• Support client calls, verification calls, and document coordination.
• Communicate exclusively through company-approved systems (Outlook, Zoom Phone, CRM, client portal).

Transaction Processing

Compliance & Record Keeping

Team Collaboration & Training

Events & Travel

Qualifications

The Skills You Bring

Compensation & Benefits

Schedule