What are the responsibilities and job description for the Investor Relations Assistant position at TBG | The Bachrach Group?
Great Culture!
Hybrid Schedule- 3 days onsite
Promotable!!
Growing Financial investment firm seeking an entry level admin.asst that has an interest in Investor Services and Client liaison! They are looking for a detail-oriented and self-motivated individual who will assist 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 emails; assisting with tracking those requests to completion, and the proper maintenance of our contact management system. In addition, they will also be responsible for subscription documentation to investors.
Responsibilities
- 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 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 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. Subscription documentation and proof legal documentations.
Qualifications - Bachelor’s Degree required. Entry level candidate with 1-2 years' experience as an admin.asst in a financial firm. (Private Equity firm big plus!) Detail oriented, multi-task in fast paced environment. Technologically savvy with a strong command of Office products especially Excel. Salesforce is a plus! Subscription Documentation is a plus.
Salary : $80,000 - $85,000