Remote Investor Relations Executive Assistant

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

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.