What are the responsibilities and job description for the Investor Services Coordinator position at Howard-Sloan Search?
Excellent firm in NYC is seeking an Investor Services Coordinator. 1-2 years of experience working within investor relations, great perks, benefits, bonus and comp. Hybrid role with 3 days in office.
The Position
Investor Services Coordinator is a detail-oriented and self-motivated individual who assists with the day-to-day operations of the team, which is charged with managing all communications to our investors. This client-facing role primarily focuses reviewing and routing a large number of inbound email requests; assisting with tracking those requests to completion, and the proper maintenance of our contact management system.
Responsibilities may include, but are not limited to, the following:
- Email Management. Own and monitor their vertical’s email inbox; Monitor and route inbound mail and email and help as needed to ensure timely and accurate response to requests.
- Contact Management System. Ownership of and responsibility for maintaining our contacts database of 10,000 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 on how to log in and navigate our websites, 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.
Qualifications
- Bachelor’s Degree required.
- Accuracy and Dependability: Detail-oriented, quality-conscious, and the ability to focus and multi-task in a fast-paced environment. Deliver results in a dependable, timely and accurate manner.
- Excellent interpersonal, oral, and written communication skills. Ability to work with all levels of management and employees in an open team environment.
- Technologically savvy with a strong command of Office products especially Excel. Experience using Investran and/or SalesForce is a plus.
Salary : $70,000 - $80,000