- 경험
- 5년 이상
- 샐러리
- USD 100,000 – USD 120,000 / year
- 채용 공고
- 1
- 게시됨
- 3주 전
- 작업 모드
- 사무실에서
- 교육
- 학사 학위
- 적임
- Candidates should have at least 5 years of experience in investor relations, client services, or executive support in the finance industry and hold a bachelor’s degree.
- 재개하다
- 신청 시 필수 사항
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직무 설명
Role overview
A financial services firm is hiring an Investor Relations Assistant to support its investor relations function and related client-facing coordination work. The position requires substantial prior experience in investor relations or client services within the finance sector.
This is a fully onsite role in New York City, with a Monday through Friday schedule. The base salary is listed at 100,000 to 120,000.
Key responsibilities
- Offer day-to-day administrative support to the investor relations team, including calendar coordination, meeting setup, and travel planning.
- Arrange the logistics for investor meetings, conference calls, webinars, and company events, including the preparation of agendas and supporting materials.
- Draft, format, proofread, and send out investor presentations, reports, and written correspondence.
- Update investor contact records, CRM information, and electronic filing systems so documentation remains accurate and organized.
- Monitor incoming investor questions and work with internal stakeholders to ensure responses are delivered promptly.
- Help manage investor onboarding by gathering and organizing the required paperwork and supporting documents.
- Keep track of calendars tied to investor deadlines, deliverables, and scheduled commitments.
- Handle departmental admin tasks such as expense reports, invoices, and related bookkeeping coordination.
- Maintain both digital and physical records connected to investor communications and documentation.
- Assist with additional projects and other duties as needed.
Requirements
- A bachelor’s degree is required.
- At least 5 years of experience in investor relations, client services, and executive support within finance.
- Strong organizational abilities, excellent time management, and a meticulous eye for detail.
- Effective communication skills, both written and verbal, along with strong interpersonal ability.
- High-level proficiency with Microsoft Office tools, especially Outlook, Word, PowerPoint, and Excel.
- Comfort handling confidential information with discretion and a consistently professional approach.
- Ability to prioritize follow-ups and juggle several tasks in a fast-paced, deadline-oriented setting.
Additional details
The role is described as fully onsite, Monday through Friday. The stated compensation is a base salary range of 100,000 to 120,000.