Client Relations Administrator
4 weeks ago
This role will encompass a wide range of responsibilities related to data entry organization, workflow management, and documentation coordination. The right candidate will join the Client Relations Team in an administrative role, supporting compliance and operational functions. They will also have an opportunity to interact with our investors via email, phone, and in-person events.
What You'll Do:
- Manage documentation and filing of investor onboarding materials.
- Manage investor database information, logging and tracking relevant data points for cross-team use.
- Oversee data entry into Trinity's Client Relationship Management (CRM) program, file storage systems, and various spreadsheets.
- Finalize and circulate closing documentation to Trinity investors following the acquisition of new investments.
- Communicate with investors and third parties including IRA custodians to facilitate the acquisition of new Trinity investments.
- Prepare investment summaries/highlights for Trinity's relationship representatives.
- Administer and manage databases, including Trinity's investor portal and spreadsheets related to dealflow.
- Serve as liaison between investors and Trinity's Investments Team by fielding questions and providing updates on the Company's investments to inquiring investors.
The Right Candidate Will Have These Qualifications:
- Bachelor's Degree in a relevant program of study, such as Finance, Marketing, or Communications.
- 1 year experience in operations, financial services, investor relations, private equity, business development, or business relationship management.
- Advanced ability to utilize Excel with little oversight.
- Proficient in Word, Outlook, Adobe, and Google Sheets.
- Intermediate working knowledge of finance basics.
- Notable interpersonal skills, including willingness to be coached and a positive attitude.
Why You Will Love Working At Trinity:
- Our doors are always open. We love what we do and are passionate about helping our employees grow and develop. Our entire team across all departments promotes an environment of trust and mutual respect.
- Our team members are friendly and dedicated. When we ask our employees about the favorite part of their job, the number one answer is "the people I work with." Trinity hosts investor events, holiday parties, food trucks, team happy hours, and quarterly social gatherings for our employees.
- You will gain hands-on experience in the unique private equity and alternative assets industry. You will have the ability to gain a wide range of operations experience in a fast-paced environment within the private equity industry, where you will have access to resources to help you learn how Trinity is able to create wealth for investors by identifying, structuring, and capitalizing alternative investments that drive long-term prosperity.
About Trinity Investors:
Trinity Investors is a private equity firm with a portfolio of private company and commercial real estate investments. Founded in 2006 by experienced entrepreneurs, Trinity has raised and invested over $2.0 billion into over 200 commercial real estate projects and 20 private company transactions with an aggregate value of over $6.0 billion.
We're dedicated to creating an environment where employees feel welcomed, valued, and supported with networks and development opportunities to help them thrive. For additional information on Trinity Investors, please visit www.trinityinvestors.com.
Job Posted by ApplicantPro
-
Network Administrator
2 months ago
Southlake, United States Everest Search Partners Full timeJob DescriptionJob DescriptionJOB OVERVIEWEverest Search Partners is seeking a Network Administrator for a fast growing client in the Travel and Hospitality industry. As a Network Administrator your role will be foundational in supporting our IT infrastructure. You will assist in managing network equipment, maintaining PCs, and contributing to various IT...
-
Network Administrator
4 weeks ago
Southlake, United States Everest Search Partners LLC Full timeJOB OVERVIEW Everest Search Partners is seeking a Network Administrator for a fast growing client in the Travel and Hospitality industry. As a Network Administrator your role will be foundational in supporting our IT infrastructure. You will assist in managing network equipment, maintaining PCs, and contributing to various IT...
-
Network Administrator
2 weeks ago
Southlake, United States Everest Search Partners LLC Full timeJOB OVERVIEW Everest Search Partners is seeking a Network Administrator for a fast growing client in the Travel and Hospitality industry. As a Network Administrator your role will be foundational in supporting our IT infrastructure. You will assist in managing network equipment, maintaining PCs, and contributing to various IT Projects. RESPONSIBILITIES: ...
-
Network Administrator
2 weeks ago
Southlake, United States Everest Search Partners Full timeJob DescriptionJob Description JOB OVERVIEWEverest Search Partners is seeking a Network Administrator for a fast growing client in the Travel and Hospitality industry. As a Network Administrator your role will be foundational in supporting our IT infrastructure. You will assist in managing network equipment, maintaining PCs, and contributing to various IT...
-
Network Administrator
2 weeks ago
Southlake, United States Everest Search Partners Full timeJob DescriptionJob DescriptionJOB OVERVIEWEverest Search Partners is seeking a Network Administrator for a fast growing client in the Travel and Hospitality industry. As a Network Administrator your role will be foundational in supporting our IT infrastructure. You will assist in managing network equipment, maintaining PCs, and contributing to various IT...
-
network administrator
4 weeks ago
Southlake, United States Randstad Full timenetwork administrator. southlake , texas (remote) posted april 22, 2024 job details summary $32.50 - $37.50 per hour contract bachelor degree category computer and mathematical occupations reference1049640 job details job summary: The Junior Network Administrator is the primary point of contact for client's internal business and technology...
-
Front Office Administrator
4 weeks ago
Southlake, United States AR Psychological Services PLLC Full timeFront Office Administrator Overview: In this role, you will work as a member of our front office staff. Your primary job duties will include verifying insurance for mental health benefits for therapy and testing, assisting with greeting and checking in patients, answering questions, collecting patient co-pays, processing paperwork, answering all phone calls,...
-
Business Administrative Assistant
4 weeks ago
Southlake, United States Castle Therapy Partners II LLC Full timeJob DescriptionJob DescriptionSummary: The Business Administrative Assistant position is an entry level position that works closely with our VP of Operations in a healthcare setting. The Business Administrative Assistant performs a variety of administrative task including: managing communication, responsibility for handling confidential documents, making...
-
Business Administrative Assistant
3 weeks ago
Southlake, United States Castle Therapy Partners II LLC Full timeJob DescriptionJob DescriptionSummary: The Business Administrative Assistant position is an entry level position that works closely with our VP of Operations in a healthcare setting. The Business Administrative Assistant performs a variety of administrative task including: managing communication, responsibility for handling confidential documents, making...
-
Retail Operations Administrator
1 month ago
Southlake, United States 2020 Companies Full timeDescription : Partner with key stakeholders to provide operational support for both field management and internal teams Communicate in a timely and professional manner with all employees and internal stakeholders Contribute to a positive new hire experience by entering accurate and detail oriented data Maintain excellent data integrity within all...
-
Retail Operations Administrator
3 weeks ago
Southlake, United States 2020 Companies Full timeDescription : Partner with key stakeholders to provide operational support for both field management and internal teams Communicate in a timely and professional manner with all employees and internal stakeholders Contribute to a positive new hire experience by entering accurate and detail oriented data Maintain excellent data integrity within all...
-
Client Specialist
1 month ago
Southlake, United States The Talbots Inc Full timeJob Number: 21311 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...
-
Client Specialist
3 weeks ago
Southlake, United States The Talbots Inc Full timeJob Number: 21311 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...
-
Network Administrator
1 month ago
Southlake, United States Mindlance Full timeDescription/Comment:Position Overview & Purpose: The Junior Network Administrator is the primary point of contact for Client's internal business and technology customers. The position participates in monitoring of network alerts, technical support on routine production issues and Incident ticket administration. The role ensures production systems environment...
-
Network Administrator
3 weeks ago
Southlake, United States Mindlance Full timeDescription/Comment:Position Overview & Purpose: The Junior Network Administrator is the primary point of contact for Client's internal business and technology customers. The position participates in monitoring of network alerts, technical support on routine production issues and Incident ticket administration. The role ensures production systems environment...
-
Corporate Operations Support Administrator
1 week ago
Southlake, Texas, United States Myan Management Group Full timeMyan Management Group, LLC. in Southlake, TX is actively seeking an Operations Support Administrator to perform property support functions and assist the Operations Support Coordinator. Are you committed to doing quality work and motivated to continually improve your skills? If yes, please read on This Operations Support Administrator position earns a...
-
Client Specialist
3 weeks ago
Southlake, United States Talbots Full timeJob Number: 21311 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...
-
Corporate Operations Support Administrator
1 month ago
Southlake, United States Myan Management Group Full timeMyan Management Group, LLC. in Southlake, TX is actively seeking an Operations Support Administrator to perform property support functions and assist the Operations Support Coordinator. Are you committed to doing quality work and motivated to continually improve your skills? If yes, please read on! This Operations Support Administrator position earns a...
-
Corporate Operations Support Administrator
3 weeks ago
Southlake, United States Myan Management Group Full timeMyan Management Group, LLC. in Southlake, TX is actively seeking an Operations Support Administrator to perform property support functions and assist the Operations Support Coordinator. Are you committed to doing quality work and motivated to continually improve your skills? If yes, please read on! This Operations Support Administrator position earns a...
-
Corporate Operations Support Administrator
4 weeks ago
Southlake, United States Myan Management Group Full timeJob DescriptionJob DescriptionMyan Management Group, LLC. in Southlake, TX is actively seeking an Operations Support Administrator to perform property support functions and assist the Operations Support Coordinator. Are you committed to doing quality work and motivated to continually improve your skills? If yes, please read on!This Operations Support...
