Investor Relations Administrative Associate
2 weeks ago
Investor Relations Support Specialist
at First National Realty Partners
The Investor Relations Support Specialist plays a crucial role in managing all inquiries related to investors, ensuring that requests are addressed efficiently and effectively. This position is pivotal in providing solutions to investor inquiries and escalating priority issues to the relevant team members. This role does not involve direct supervision of staff.
KEY RESPONSIBILITIES:
1. Assist the team in documenting new investments, ensuring that all pertinent information is accurately recorded.
2. Generate reports for the Investor Relations team to assess daily productivity and track overall performance metrics.
3. Collaborate with the Investor Relations team to organize client communication and meetings.
4. Facilitate the onboarding process for new investors, ensuring they are familiarized with the firm’s operations.
5. Manage the distribution of investment documentation and related materials.
6. Occasionally send physical copies of reports and notices to investors.
7. Update and track the status of potential investors, guiding them through the investment process using Hubspot.
8. Conduct onboarding activities for prospective and new investors, including document management and data entry in the investor portal.
9. Ensure the accuracy and completeness of all collected information.
10. Act as a liaison among various departments to facilitate the processing of new investments and account maintenance.
11. Utilize tools such as the investor portal and DocuSign to manage document workflows and maintain investor communication records.
12. Perform additional duties as assigned.
QUALIFICATIONS:
- Associate's degree or equivalent industry experience.
- 1 to 3 years of experience in administrative or client service roles.
- Familiarity with contact management software is advantageous.
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication abilities with stakeholders at all levels.
- Proven capability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Proficient in Gmail and Microsoft Office Suite.
- Willingness to learn new industry-specific software and systems.
- Ability to handle confidential information with care.
WORK ENVIRONMENT:
This role is based in a typical office or remote work setting, with minimal exposure to disruptive noise or environmental challenges.
PHYSICAL DEMANDS:
Ability to remain seated for extended periods.
ABOUT FIRST NATIONAL REALTY PARTNERS:
First National Realty Partners is a progressive private equity firm focused on transforming the commercial real estate sector. We specialize in the ownership and management of grocery-anchored retail shopping centers across the nation. Our mission is to provide high-quality commercial real estate investment opportunities to affluent individual investors while creating value for all stakeholders, including tenants, investors, employees, and the communities we serve.
We are committed to responsible business practices and aim to generate value for all our stakeholders. Our growth strategy includes expanding our workforce to manage our increasing property portfolio and preparing our existing team for greater responsibilities.
Our long-term vision is to establish ourselves as a nationally recognized commercial real estate firm with a diverse asset portfolio that meets the needs of a wide array of investors.
We foster a high-performance culture that empowers individuals to pursue their goals and overcome challenges with minimal bureaucracy. Our collaborative environment aligns everyone towards common objectives, allowing each team member to see their contribution to our success. Our Glassdoor rating reflects the positive culture cultivated by our team.
Three core principles guide our culture:
1. Encourage entrepreneurial thinking and decision-making as if each employee were an owner of the company.
2. Strive to attract and retain top talent within our organization.
3. Foster a motivated team that is dedicated to achieving success and enthusiastic about their roles.
Working at First National Realty Partners offers a unique experience that breaks away from traditional corporate environments. We are a results-driven team that values creativity, exploration, and challenging the status quo.
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