Administrative Assistant

TBG | The Bachrach Group; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a highly organized and proactive administrative assistant to support their Investor Relations team. This role is critical in coordinating day-to-day operations, handling inbound requests, scheduling meetings, and maintaining accurate records. The ideal candidate will thrive in a fast-paced environment, showcasing attention to detail and strong proficiency in Microsoft Office and CRM tools. If you are self-motivated and eager to contribute to a dynamic team within the financial services sector, this opportunity is perfect for you.

Qualifications

• Strong proficiency in Microsoft Office Suite is essential.
• Experience in investor relations or corporate communications is required.

Responsibilities

• Provide administrative support to the Investor Relations team.
• Manage the calendar of the Director of Investor Relations.
• Maintain and update investor contact databases.

Skills

Microsoft Office Suite

Salesforce

Data Entry

Corporate Communications

Tools

CRM Platforms

Dynamo

Job description

Senior Director - The Bachrach Group | TBG - Specialize in Administrative Support

Seeking a highly organized, proactive, and self-motivated administrative assistant to support the Investor Relations team. The successful candidate will play a key role in coordinating day-to-day operations to support the IR team. This team handles inbound requests from prospects and clients daily, along with scheduling meetings, updating internal trackers and CRM systems, and arranging travel. The role is fast-paced, and attention to detail is essential.

Responsibilities

1. Provide general administrative support to the Investor Relations team, including scheduling meetings, preparing agendas, and maintaining relevant files and documents.
2. Manage the calendar and day-to-day tasks of the Director of Investor Relations.
3. Ensure the timely processing of documentation related to investor transactions and communications.
4. Maintain and update investor contact databases, ensuring accurate and timely records.
5. Assist with tracking and compiling feedback from investors and analysts and preparing summaries.
6. Assist in the preparation and distribution of investor communications and monthly materials.
7. Assist with gathering, entering, and analyzing data for IR meetings.

Required Skills

• Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and other office productivity tools.
• Experience with CRM platforms such as Salesforce; Dynamo is a plus.
• Previous administrative or support experience in investor relations, data entry, or corporate communications at a financial firm is required.

Additional Information

Employment type: Full-time

Seniority level: Not Applicable

Job function: Administrative

Industries: Financial Services, Venture Capital, Private Equity