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Investor Relations Coordinator
2 months ago
Growing financial investment firm seeking an entry-level professional with an interest in Investor Relations. The ideal candidate will be a detail-oriented and self-motivated individual who will assist with the day-to-day operations of the team, responsible for managing all communications to our investors.
Key Responsibilities:- Email Management: Monitor and route inbound mail and email, ensuring timely and accurate responses to requests.
- Contact Management System: Maintain our contacts database of 7,000+ contacts, updating database information per investor requests following compliance rules for data changes and documentation.
- Investor Reporting Portal User Assistance: Provide user support to our investors for our investor reporting portal, including login and navigation assistance, and granting access for new users.
- Investor Communication Distribution: Post all investor communications to the investor reporting portal and send appropriate notifications.
- Collection of Investor Documentation and Data: Ensure all documentation is complete and accurate records are maintained for tax and compliance purposes.
- Bachelor's Degree required.
- Entry-level candidate with 1-2 years of experience in a financial firm.
- Detail-oriented, multi-tasking in a fast-paced environment.
- Technologically savvy with a strong command of Office products, especially Excel.
- Salesforce is a plus.
