What are the responsibilities and job description for the Investor Relations, Executive Assistant position at Coda Search│Staffing?
We are recruiting on behalf of a global asset management firm for a Team Assistant to support their US Investor Relations team. This is a fast-paced, client-facing support role ideal for someone who is highly organized, data-driven, and enthusiastic about working within a collaborative and high-performing sales environment.
What You'll Be Doing
- Providing comprehensive administrative support including calendar management, meeting coordination, and correspondence
- Scheduling and organizing meetings, appointments, and team events
- Coordinating team meetings — preparing agendas, distributing materials, and capturing follow-up actions
- Preparing and binding presentation materials for internal and external meetings
- Maintaining data integrity in Salesforce, including contact records, meeting notes, and activity tracking
- Managing domestic and international travel arrangements, including itineraries, accommodations, and transportation
- Preparing and submitting expense reports accurately and on time
- Maintaining organized electronic filing systems
- Supporting the planning and execution of team events, workshops, and training sessions
- Providing backup administrative coverage during absences or peak periods
What We're Looking For
- Strong organizational skills with excellent attention to detail
- 1-5 years of experinece in finance within asset management in EA or IR Operations
- Excellent interpersonal and communication skills
- Proven ability to prioritize and manage tasks with minimal direction, often under pressure
- Proficiency in Salesforce for record updates, activity tracking, and data maintenance
- Advanced Microsoft Outlook skills; working knowledge of Excel, PowerPoint, and Word
- A proactive, self-motivated approach with the ability to anticipate team needs
- A passion for event coordination and contributing to team culture
- Ability to build strong relationships across all levels of an organization
- A genuine team player who is comfortable in a highly accountable environment
Salary : $110,000 - $120,000