Job Title:
Investor Relations Coordinator
Job Code:
6924CK
Job Category:
Administrative/Executive Assistant
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jun 16 2022
Responsibilities:
Highly esteemed Boston investment manager is seeking an Investor Relations Coordinator as an addition to their growing firm. The individual in this role will assist the Investor Relations team with maintaining and servicing their clients as well as support the administration of their data and workflows. This will include coordinating calls and meetings, maintaining the team's shared accounts, supporting the firm's website with relevant investor information, and preparing and disseminating deliverables for the team and investors. The ideal candidate will have 2+ years experience in a support or administrative role within a fast-paced environment. This role as tremendous opportunity to grow within the team and firm!

Position Responsibilities:
  • Schedule and coordinate meetings, calls, and events on behalf of the team including preparing meeting deliverables and recording meeting minutes
  • Provide reception services including direct incoming calls, monitor the team's voicemail and email, and transcribe messages
  • Maintain and update the CRM with transaction requests, contact information, and new account paperwork
  • Manage the firm's website with posting relevant information, coordinating password resets and deactivation, and review and approve client activity/changes
  • Liaise on behalf of team when reviewing and responding to client information requests
  • Organize the departments filing system both electronically and hard copy
  • Prepare and review investor mails mailings as well as tracking their responses
  • Assist with special projects as needed
Qualifications:
Position Qualifications:
  • Bachelor's Degree with 2+ years of administrative/support experience
  • Excellent written and verbal communication skills
  • Highly organized with a keen attention to detail
  • Ability to prioritize multiple tasks in a fast-paced deadline driven environment
  • Work independently and collaboratively in a team environment
  • Anticipate problems and identify solutions
  • Strong Microsoft Office Suite skills
  • Discretion when handling confidential information

Required Years of Experience:
2
Additional Info:
For more information contact: Chris Kennedy (617)728-4100 | chris@fanning-boston.com
Salary Range:
$75,000 - $90,000
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