Transaction Coordinator (Investor Relations)

Tactex Recruiting Advisors; United States; Remote; USD 58,000 - 71,000; Full time

Job summary

A recruiting company seeks an Investor Relations Transaction Coordinator for a Commercial Real Estate Investment Firm. The role involves processing investment paperwork, liaising with stakeholders, and ensuring accuracy in trade documentation. Ideal candidates will be organized, detail-oriented, and eager to learn.

Qualifications

• High accountability and self-ownership.
• Ability to display discretion and confidentiality.
• Receptive to constructive feedback.

Responsibilities

• Process incoming investment paperwork with attention to detail.
• Communicate with Qualified Intermediaries to ensure smooth transactions.
• Enter trade information into Salesforce accurately.

Skills

Attention to detail

Organizational skills

Communication skills

Job description

Transaction Coordinator (Investor Relations)

Transaction Coordinator (Investor Relations)

Tactex Recruiting Advisors is a recruiting company, and we're working on behalf of a Commercial Real Estate Investment Firm who's looking for a talented and high-character Investor Relations Transaction Coordinator.

• Are you extremely organized, and have a high attention to detail?
• Do you excel in environments that require rapid learning, problem-solving, and accuracy?
• Do you have a natural desire to learn as much as you can in a role?
• Do you enjoy receiving constructive feedback, and taking direction from others?
• Do you have outstanding prioritization skills?
• Does your personality jive well with many other personalities, and do you thrive in a role with lots of communication?
• Do you enjoy the challenging intricacies of the investment world?

Then you might be the perfect fit!

As a member of the Investor Relations team, the Investor Relations Transaction Coordinator will be responsible for conducting daily tasks centered around the needs of our investors, registered representatives, and wholesalers. You will be responsible for processing trades and ensuring that our Subscription Agreements are p roperly completed . Investor Relations personnel are expected to effectively communicate via phone and email and assure that all duties are completed with accuracy and in a timely manner. This role requires that you have an appetite for learning and consistently increase your understanding, so you can take on more and more complex tasks and projects. The Transaction Coordinator also works very closely with Registered Representatives, Advisors, and our Wholesaling team to process trades.

Want to join a growing company with a solid, high-character team that treats you like family?

At Tactex Recruiting Advisors, we can vouch for the character and culture of this Client. They're different than most companies who *say* they live by their values. This Client Firm truly cares for their people, they have an outstanding vision and mission, and they encourage growth in the company for those that exceed expectations!

Pay range: $28/hr-34/hr. ($58,250-$70,720)

Location: 100% Remote.

Responsibilities:

• Process incoming investment paperwork with precision and attention to detail.
• Communicate proactively with Qualified Intermediaries (QIs) or Custodians to ensure smooth transactions.
• Review and verify that all paperwork is completed accurately and that all required documentation is provided.
• Perform Form D and/or Custodial Reporting tasks as necessary.
• Enter trade information into Salesforce with a high level of accuracy.
• Save all trade documents to the server using consistent and appropriate naming conventions.
• Assist with special projects as directed by your team lead or department manager, showcasing flexibility and a proactive attitude.
• Cross-train and provide backup for team members during absences to maintain workflow continuity.
• Complete diligent trade and report auditing, ensuring all inputs are accurate.
• Process changes in registration efficiently and in compliance with established procedures.

Requirements:

• Organized and high attention to detail.
• High accountability and self-ownership.
• Ability to display discretion and confidentiality.
• Receptive to constructive feedback.
• Excellent written and verbal skills
• Able to work in a fast-paced team environment.
• Proactive, professional, and able to prioritize multiple requests.

Attributes expected for the role:

• Complete all duties in an efficient and timely manner.
• Make sure to double check accuracy on all documents and e-mails before sending to clients and reps.
• Be a team player – be open and willing to offer help wherever needed.
• Prioritize your time and concentrate on making sure the most important tasks are completed first.
• Show a strong desire to grow, learn, and serve others.
• Communicate well with fellow co-workers to ensure efficiency.
• Know when to ask for help. Learn and grow from mistakes.
• Strive to become proficient in each task and project. Understand the 'why.'
• Treat all investors with respect and dignity. Be professional.
• Be a problem-solver and find ways to provide solutions.
• Take ownership over your role and your work.
• Be resourceful and work with a sense of urgency.

If this sounds like a great fit, please submit your application!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Management

• Industries

  Staffing and Recruiting

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