Investor Relations Administrative Assistant

3 weeks ago

Fort Lauderdale, United States Phoenix Capital Group Holdings LLC Full time
Job DescriptionJob Description

About the Company

Phoenix Capital Group is a tech-driven oil and gas investment firm focused on mineral rights and leasehold acquisitions. With three national offices the company’s expansion is a testament to our dedication to growth and opportunity as we forge paths in the industry with both mineral owners and prospective investors. The founding members of Phoenix Capital Group have decades of industry experience and thrive to provide an educational and collaborative work environment for our employees.

Job Description

The Investor Relations Assistant will work closely with the Capital Markets team at Phoenix Capital Group and will be directly communicating with current and prospective investors. This role will be critical to the efficiency of the team and will be the point of contact for investor relations and support in partnership with their dedicated Capital Markets counterparts. The ideal candidate has high-level attention to detail, critical thinking and is excellent at communicating effectively with external partners. Our financial bond offerings at Phoenix Capital Group are an industry disrupter within our competitive set and this role offers both experience and growth opportunity for the right candidate.


Major Responsibilities/Accountabilities:

  • Be the right hand to the Capital Markets team working together to foster investor relationships and ensure investor needs are the top priority for the department.
  • Communicate directly with current and prospective investors to educate and manage the application process, workflow through the online experience, provide status updates on account, and general investor inquiries.
  • Answer all incoming phone calls from existing investors to assist with dedicated account changes along with helping the inbound main phone line.
  • Assist and respond to all incoming emails related to dedicated accounts including general investor inquiries, account changes, and funding questions.
  • Experience with Salesforce and like management platforms to generate appropriate documents for internal and external stakeholders.
  • Execute data entry and data management in company’s proprietary database for investor account tracking.
  • Assemble custom investor packets ensuring project timelines are met and executed in partnership with Marketing.
  • Assist in direct mail marketing campaigns and Investor Relations program in partnership with Marketing.

Required Skills:

  • Bilingual – Spanish speaking is a requirement.
  • BS/BA Degree – concentration in communications, marketing, business management, finance, management and/or like discipline.
  • Detail orientated with strong Microsoft Office skills (emphasis on Excel).
  • Excellent written and verbal communication skills.
  • Ability to meet deadlines and willingness to learn a new industry in a fast-paced environment.

Preferred Skills:

  • Customer Service / Relations experience.
  • Administrative experience.
  • Phone Experience
  • Experience with Salesforce, or other CRM software.

Qualities We Look For:

  • Integrity: You are highly accountable, trustworthy.
  • Reliable: You are on time and dependable.
  • High Standards: You take pride in your work and work with excellence.
  • Curious: You are energized by learning and finding creative solutions to new situations.
  • Self-Starter: You are ambitious and take initiative and thrive in environments with minimal supervision.
  • Positive Attitude: You have an upbeat demeanor and a mindset that no task is too big or too small.
  • Teachable: You receive instruction, correction, and are flexible to make required adjustments.

Here at Phoenix Capital Group, we value and thrive on diversity for the benefit of all. We know that having a variety of perspectives grows our skills, creativity, and our ability to improve our employees and clients' lives. To that end, we are committed to a work environment that supports, respects, and celebrates all individuals. We are proud to be an Equal Opportunity Employer.

We offer competitive compensation, the potential for profit sharing, a start-up culture, and strong growth opportunities.

Company DescriptionPhoenix Capital Group is a privately owned oil and gas investment firm focused on mineral rights and leasehold acquisitions. The company is headquartered in the Denver Tech Center with satellite offices in Casper, WY, Irvine, CA, Ft Lauderdale, FL, and Dallas, TX. Phoenix Capital Group is pursuing an aggressive growth strategy and is pioneering a one-of-a-kind business model within the energy sector. The founding members of Phoenix Capital Group have decades of industry experience.Company DescriptionPhoenix Capital Group is a privately owned oil and gas investment firm focused on mineral rights and leasehold acquisitions. The company is headquartered in the Denver Tech Center with satellite offices in Casper, WY, Irvine, CA, Ft Lauderdale, FL, and Dallas, TX. Phoenix Capital Group is pursuing an aggressive growth strategy and is pioneering a one-of-a-kind business model within the energy sector. The founding members of Phoenix Capital Group have decades of industry experience.

  • Director of Investor Relations

    1 month ago

    Fort Worth, United States CSI Recruiting Full time

    Job Description CSI Recruiting is working with a privately held oil & gas investment and operating company based in the DFW area, assisting with their need to hire a Director of Investor Relations. This firm is very well financed, has been in business for several decades and is in need of an experienced Investor Relations executive to lead the company's IR...

  • Administrative Assistant

    1 month ago

    Fort Lauderdale, United States House of Hope Inc Full time

    Job DescriptionJob DescriptionJob Description:We are seeking a dependable, flexible, and initiative-taking Administrative Assistant with a cheerful outlook to join our team! This position entails supporting the Management team with a variety of tasks related to the organization.Experience, Knowledge, and Skills:·         High School Diploma/GED...

  • Administrative Assistant

    1 month ago

    Fort Lauderdale, United States None Full time

    Job DescriptionJob DescriptionThe Administrative Assistant will be responsible for all administrative function to assure the company runs smoothly. Also responsible for directing and coordinating office services and Marketing (Social Media) activities.Responsible for providing arrangements for clients, follow-up calls and vendors meetings and establishing a...

  • Administrative Assistant

    1 month ago

    Fort Lauderdale, United States ABC Components, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking an Administrative Assistant / Office Manager to join our team! You will perform clerical and administrative functions in order to drive company success.Administrative Assistant / Office Manager Responsibilities:Draft correspondences and other formal documentsPlan and schedule shipmentsContinue great relationships...

  • Investor Services Analyst

    4 days ago

    Fort Worth, United States CornerStone Staffing Full time

    Job DescriptionJob DescriptionCornerStone Professional Placement is seeking an Investor Services Analyst / Investor Accounting Analyst for a highly regarded client in the banking & mortgage industry. As the Investor Services Analyst, you will be responsible for reconciling, remitting and reporting on Fannie Mae, Freddie Mac and Ginnie Mae, as well as...

  • Administrative Assistant

    1 month ago

    Fort Lauderdale, United States House of Hope Inc Full time

    Job DescriptionJob DescriptionBenefits:Retirement PlanEmployer-Paid Basic Life and AD&D InsuranceEmployer-Paid Short-Term and Long-Term DisabilityTwelve (12) Paid HolidaysBirthday LeaveDental insuranceHealth insurancePaid time offVision insuranceJob Description:We are seeking a dependable, flexible, and initiative-taking Administrative Assistant with a...

  • Administrative Assistant

    2 days ago

    Fort Lauderdale, United States GK Realty Group Full time

    Job DescriptionJob DescriptionAdministrative Assistant In-OfficeWe are looking for someone who is genuinely passionate about helping and supporting others. If you are enthusiastic about taking on challenges and driving our team's success, we strongly encourage you to apply today! We need a dedicated and ambitious Real Estate Administrative Assistant with...

  • Administrative Assistant

    3 days ago

    Fort Lauderdale, United States GK Realty Group Full time

    Administrative Assistant In-OfficeWe are looking for someone who is genuinely passionate about helping and supporting others. If you are enthusiastic about taking on challenges and driving our team's success, we strongly encourage you to apply today! We need a dedicated and ambitious Real Estate Administrative Assistant with a clear vision of becoming an...

  • HR Administrative Assistant

    5 days ago

    Fort Lauderdale, United States Moss Full time

    COMPANY OVERVIEW Moss is a national privately held construction firm providing innovative solutions resulting in award-winning projects. With regional offices across the United States, Moss focuses on construction management, solar EPC, and design-build. The company's diverse portfolio encompasses a wide range of sectors, including luxury high-rise...

  • Administrative Assistant

    1 month ago

    Fort Lauderdale, United States Landmark Business Services Full time

    Company DescriptionLandmark Business Services has been providing management services to professional and trade associations since 2003. We offer custom management solutions to make associations and their volunteer leadership productive and prosperous. We prioritize each association's needs and tailor our services accordingly.Role DescriptionThis is a...

  • Administrative Assistant

    2 months ago

    Fort Lauderdale, United States Landmark Business Services Full time

    Company DescriptionLandmark Business Services has been providing management services to professional and trade associations since 2003. We offer custom management solutions to make associations and their volunteer leadership productive and prosperous. We prioritize each association's needs and tailor our services accordingly.Role DescriptionThis is a...

  • Executive Assistant

    3 weeks ago

    Fort Lauderdale, United States The Method Staffing Full time

    A fantastic client of ours is currently looking for an Executive Assistant. The position will provide seamless administrative support to the companies C-Suite and other responsibilities. The ideal candidate will have prior experience in a comparable role.RESPONSIBILITIES •Provides direct support to Co-founders, coordinating group events, business...

  • Executive Assistant

    3 weeks ago

    Fort Lauderdale, United States The Method Staffing Full time

    A fantastic client of ours is currently looking for an Executive Assistant. The position will provide seamless administrative support to the companies C-Suite and other responsibilities. The ideal candidate will have prior experience in a comparable role.RESPONSIBILITIES •Provides direct support to Co-founders, coordinating group events, business...

  • Financial Administrative Assistant

    3 weeks ago

    Fort Lauderdale, United States Little Flower Montessori School Full time

    Job DescriptionJob DescriptionWe are currently seeking a Financial Administrative Assistant to join our team. Half-time Bookkeeper/Business Administration AssistantThis is a year round position of 20 hours per week – 5 mornings per week.   In the summer, hours can be flexible.This is a chance to gain valuable experience with the various financial and...

  • Administrative Assistant

    1 month ago

    Fort Lauderdale, United States D&G Worldwide LLC Full time

    Job DescriptionJob DescriptionWe are in need of an experience administrative assistant to assist the company's Founder and CEO with the growth and expansion of the company.Responsibilities will include but are not limited to:-Personal and office assistance duties(ie;planning of travel, vacationing etc.).-Assisting with developing company procedures and...

  • Administrative Assistant

    4 weeks ago

    Fort Lauderdale, United States Stiles Full time

    Provide the Vice President of Tenant Project Management and Project Managers a broad range of clerical, administrative and project team support services.ESSENTIAL DUTIES AND RESPONSIBILITIES:Proactive in maintaining workflow with TPM team.Update and follow-up on delegated tasks to ensure timely completion. Take initiative in manager’s absence.Duties may...

  • Administrative Assistant

    4 weeks ago

    Fort Lauderdale, United States Stiles Full time

    Provide the Vice President of Tenant Project Management and Project Managers a broad range of clerical, administrative and project team support services.ESSENTIAL DUTIES AND RESPONSIBILITIES:Proactive in maintaining workflow with TPM team.Update and follow-up on delegated tasks to ensure timely completion. Take initiative in manager’s absence.Duties may...

  • Executive Administrative Assistant

    2 weeks ago

    Fort Lauderdale, United States CAREERXCHANGE®, Inc. Full time

    Are you ready to take your career to the next level? We're searching for a dynamic and experienced Executive Assistant to join our team and support our C-Suite Leadership. If you thrive in a fast-paced environment, excel at multitasking, and possess exceptional organizational skills, then this role is perfect for you!As our Executive Assistant, you'll be at...

  • Executive Administrative Assistant

    2 weeks ago

    Fort Lauderdale, United States CAREERXCHANGE®, Inc. Full time

    Are you ready to take your career to the next level? We're searching for a dynamic and experienced Executive Assistant to join our team and support our C-Suite Leadership. If you thrive in a fast-paced environment, excel at multitasking, and possess exceptional organizational skills, then this role is perfect for you!As our Executive Assistant, you'll be at...

  • Administration Assistant

    2 weeks ago

    Fort Lauderdale, United States Regency Tower Association Full time

    Job DescriptionJob Description  CONDOMINIUM OFFICE ADMINISTRATION ASSISTANT Responsibilities:Assist the General Manager in the daily operations and management of the property, including reviewing renovation plans and sales and lease transactions.Respond promptly to resident inquiries and concerns professionally and courteously.Oversee maintenance...