Business Executive Assistant - Investor Relations (Remote)

Uptalent Dot I O; Philippines; Remote; MXN 374,000 - 623,000; Part time

Benefits offered by this job

Flexible hours and remote work

Professional development opportunities

Access to investor network

Job summary

Uptalent Dot I O is seeking a Business Executive Assistant - Investor Relations for a remote, part-time role. You will support fundraising efforts and maintain robust investor relations for a real estate focused client.

You will handle initial outreach to potential leads, schedule follow-ups, and prepare investment materials. Strong communication, organization, and CRM/MS Office skills are essential to manage investor information and ensure timely responses.

Qualifications

• Minimum 3 years of relevant work experience in real estate, wealth management, finance, or high-end sales.
• Strong verbal and written communication with minimal accent.
• Excellent organizational and project management abilities with attention to detail and prioritization.
• Familiarity with CRM systems, Microsoft Office Suite, and related tools.
• Bachelor’s degree in Business Administration, Finance, Real Estate, or related field preferred.

Responsibilities

• Initial Outreach: conduct preliminary outreach to potential investment leads with light research and note-taking.
• Scheduling and Follow-ups: manage appointments, coordinate follow-ups, and organize investment materials.
• Investor Communication: engage in initial calls with investors to prequalify leads and build relationships.
• Administrative Support: maintain investor information and electronic files.

Skills

Verbal communication

Written communication

Organizational skills

CRM software

MS Office

Education

Bachelor's degree in Business Administration, Finance, Real Estate, or related field

Tools

CRM systems

Microsoft Office

Job description

Job Title: Business Executive Assistant - Investor Relations (Remote)

Position Type: Part-Time

Location: Remote 100%

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.

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

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.