Business Executive Assistant - Investor Relations

Uptalent Dot I O; Philippines; Remote; PHP 279,000 - 469,000; Part time

Benefits offered by this job

Competitive compensation

Flexible working hours

Remote work environment

Professional development

Job summary

Uptalent Dot I O is seeking a part-time Investor Relations Assistant to support fundraising efforts and maintain investor relations. This remote role emphasizes proactive outreach, scheduling, and investor communication to nurture relationships with a diverse investor base.

The ideal candidate brings 3+ years of experience in real estate or finance, excellent communication, and strong organizational skills, with proficiency in CRM and MS Office. Flexible hours and remote work are offered.

Qualifications

• Minimum 3 years of relevant work experience in real estate, wealth management, finance, or high-end sales.
• Exceptional verbal and written communication with clear, professional delivery.
• Strong organizational and project management abilities with attention to detail.

Responsibilities

• Initial outreach to potential investment leads to support fundraising initiatives.
• Schedule management, follow-ups, and organize investment materials for investors.
• Engage in initial calls to prequalify leads and develop relationships with the investor base.
• Provide executive assistant support, including maintaining investor information and files.

Skills

Investor relations

CRM systems

Communication skills

Organizational skills

Microsoft Office

Education

Bachelor’s degree in Business Administration or Finance

Tools

CRM systems

Microsoft Office

Job description

Our Client is a dynamic organization specializing in real estate investments. They are committed to fostering strong relationships with their investors and stakeholders, ensuring transparent communication and efficient processes. They are seeking a motivated Investor Relations Assistant to support their fundraising efforts and maintain robust investor relations.

Job Title:

Business Executive Assistant - Investor Relations (Remote)

Position Type:

Part-Time

Location:

Remote 100%

Key Responsibilities:

• Initial Outreach: Conduct preliminary outreach to potential investment leads to support fundraising initiatives. This includes light research and note-taking on prospective investors.
• Scheduling and Follow-ups: Manage appointment scheduling, coordinate follow-ups, and organize investment materials to ensure timely and effective communication with investors.
• Investor Communication: Engage in initial phone calls with investors to prequalify leads and develop ongoing relationships with the investor base. Clear and strong communication skills are essential.
• Administrative Support: Provide executive assistant support, including organizing and maintaining investor information and electronic files.

Requirements

Qualifications:

• Experience: Minimum of 3 years of relevant work experience, preferably in real estate, wealth management, finance, or high-end sales.
• Communication Skills: Exceptional verbal and written communication skills with minimal accent, enabling effective interaction with a diverse investor base.
• Organizational Skills: Strong organizational and project management abilities, with attention to detail and the capacity to prioritize tasks effectively.
• Technical Proficiency: Familiarity with CRM systems, Microsoft Office Suite, and other relevant software tools.
• Education: Bachelor’s degree in Business Administration, Finance, Real Estate, or a related field is preferred.

Benefits

• Competitive compensation based on experience and skills.
• Flexible working hours and remote work environment.
• Access to a network of top-tier clients.
• Professional development and training opportunities.