Investor Relations Assistant

Overview

Direct message the job poster from Fanning Personnel

This role will work within a small Investor relations team supporting client relationship management

• Schedule and coordination of client meetings, calls, events and preparation of agenda and meeting materials.
• Handle new account paperwork and assist with required documents and upload into the CRM
• Assist with Website mgmt, create and manage client data dashboards
• Responsible for reviewing event attendees, mailing support for investor mailing, and annual reports
• Record meeting minutes for internal meetings and client events
• Handle daily transaction requests, wire instructions, and client contact information

• 3+ years of experience with MS Office suite, CRM platforms, and event management systems (a plus)
• Organized and detail oriented; event coordination experience a plus

Strong compensation package, including a full suite of benefits.

• Associate

• Full-time

• Administrative