Overview
Direct message the job poster from Fanning Personnel
This role will work within a small Investor relations team supporting client relationship management
Responsibilities
* Schedule and coordination of client meetings, calls, events and preparation of agenda and meeting materials.
* Handle new account paperwork and assist with required documents and upload into the CRM
* Assist with Website mgmt, create and manage client data dashboards
* Responsible for reviewing event attendees, mailing support for investor mailing, and annual reports
* Record meeting minutes for internal meetings and client events
* Handle daily transaction requests, wire instructions, and client contact information
Qualifications
* 3+ years of experience with MS Office suite, CRM platforms, and event management systems (a plus)
* Organized and detail oriented; event coordination experience a plus
Compensation and Benefits
Strong compensation package, including a full suite of benefits.
Senioriy level
* Associate
Employment type
* Full-time
Job function
* Administrative
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