Investor Relations Assistant

2 weeks ago

White Plains, United States Vertex Global Solutions Full time
Job DescriptionJob DescriptionClient Summary: Faith based Foundation delivers socially principled investment management, fosters generosity, promotes education, and provides financial tools to support churches in achieving financial stability throughout New York and Connecticut. This position provides investor and administrative support to the Executive Director and the Finance Manager. The position will provide backup support for our investment management system, management of client files, general administrative tasks as well as developing marketing resources and communicating with church members and pastors.

Job Title: Investor Relations Assistant
Salary: $60K, Direct Hire
Work Schedule: Monday - Friday, 9am - 5pm
Reports To: Executive Director / Finance Manager

Principal Duties or Tasks:

The Investor Relations Associate will:

  • Maintain the organization's website, online investor reporting portal, and contact management system.

  • Participate in coordination / compilation of monthly portfolio valuations and related investment data.

  • Track fund performance and maintain daily cash positions.

  • Assist in updating / preparing investor and marketing materials.

  • Create investor reports and analyze data.

  • Provide separation of duties through performing bank reconciliations and logging incoming transactions.

  • Assist in preparing for investor and board meetings.

  • Address ad hoc inquiries and respond to investor requests.

  • Provide direct day-to-day administrative support to the Executive Director and the Finance Manager.

  • Assist with organization of shared documents, folders and other general administrative tasks.

    Qualifications:

  • General business skills are required including knowledge of English grammar, proper spelling and punctuation.

  • General understanding of accounting principles and willingness to learn Trust accounting system.

  • Proficiency with Microsoft Office: Word, Excel, PowerPoint and Outlook.

  • Ability to give extreme attention to details with an eye for excellence.

  • Willingness to expand use of technology to effectively perform tasks; learn and implement new PC applications.

  • Ability to discern when privacy is required and have the capacity to act with discretion, maintainin appropriate confidentiality when dealing with management, personnel and sensitive issues.

  • Ability to work proactively and complete all duties on schedule.

  • Skill in communicating with a diverse population of callers and visitors via telephone, email or in person.

  • Familiarity with financial services helpful; Associates degree in finance, business administration, or accounting is helpful.

Company DescriptionJoin Our Team as a Driver's Helper - Exciting Opportunities Await

Position: Driver's Helper
Location: [Your Location]
Type: Full-Time/Part-Time

Are you ready for an active and engaging job where no two days are the same? Our event and residential moving company is looking for enthusiastic Driver's Helpers to join our dynamic team

What You'll Do:

Assist in Moving Furniture: Help load, transport, and unload furniture for events and residential moves.
Team Collaboration: Work closely with drivers and other team members to ensure smooth operations.
Customer Interaction: Provide excellent customer service during pickups and deliveries.
Setup & Teardown: Assist in setting up and breaking down event setups.
Why You'll Love It:

Competitive Pay: Earn a great hourly rate with opportunities for overtime.
Variety: Experience different locations and settings with each job.
Fitness: Stay active and fit while working.
Team Environment: Be part of a supportive and friendly team.
Growth Opportunities: Potential for career advancement within the company.
Who You Are:

Physically Fit: Able to lift and move heavy furniture and equipment.
Reliable & Punctual: Dependable and always on time.
Team Player: Works well with others and communicates effectively.
Customer-Focused: Friendly and professional with clients.
Requirements:

Ability to lift 50+ pounds.
Flexible schedule, including weekends.
Positive attitude and strong work ethic.
Ready to take on a rewarding role with us? Apply now and become a crucial part of our moving teamCompany DescriptionJoin Our Team as a Driver's Helper - Exciting Opportunities Await\r
\r
Position: Driver's Helper\r
Location: [Your Location]\r
Type: Full-Time/Part-Time\r
\r
Are you ready for an active and engaging job where no two days are the same? Our event and residential moving company is looking for enthusiastic Driver's Helpers to join our dynamic team\r
\r
What You'll Do:\r
\r
Assist in Moving Furniture: Help load, transport, and unload furniture for events and residential moves.\r
Team Collaboration: Work closely with drivers and other team members to ensure smooth operations.\r
Customer Interaction: Provide excellent customer service during pickups and deliveries.\r
Setup & Teardown: Assist in setting up and breaking down event setups.\r
Why You'll Love It:\r
\r
Competitive Pay: Earn a great hourly rate with opportunities for overtime.\r
Variety: Experience different locations and settings with each job.\r
Fitness: Stay active and fit while working.\r
Team Environment: Be part of a supportive and friendly team.\r
Growth Opportunities: Potential for career advancement within the company.\r
Who You Are:\r
\r
Physically Fit: Able to lift and move heavy furniture and equipment.\r
Reliable & Punctual: Dependable and always on time.\r
Team Player: Works well with others and communicates effectively.\r
Customer-Focused: Friendly and professional with clients.\r
Requirements:\r
\r
Ability to lift 50+ pounds.\r
Flexible schedule, including weekends.\r
Positive attitude and strong work ethic.\r
Ready to take on a rewarding role with us? Apply now and become a crucial part of our moving team

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