Job Title:
Investor Relations Coordinator
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Oct 19 2022
Expires On:
Nov 2 2022
  • •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
•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:
Additional Info:
For more information contact: Chris Kennedy (617)728-4100 |
Salary Range:


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