Investor Relations Specialist & Executive Assistant  | 61358085166

Job title: Investor Relations Specialist & Executive Assistant  

 

Location: Remote - Open to candidates in South Africa, Eastern Europe and Latin America

 

Working Hours: 8a-5p or 9a-6p EST

 

Job description:

 

We are seeking a highly organized, proactive, and polished Investor Relations & Executive Assistant to support a mortgage investment business focused on attracting new investors and managing inbound interest from podcast and outreach initiatives.

 

This is a front-facing, high-trust support role that combines investor follow-up, appointment setting, phone coverage, inbox management, and executive assistance. The ideal candidate will help streamline communication, manage day-to-day administrative tasks, and ensure potential investors receive timely, professional, and engaging follow-up.

 

Key Responsibilities

 

Investor Outreach & Lead Follow-Up

• Follow up with leads generated through podcast interviews and related outreach efforts
• Assist with prospect nurturing and lead qualification
• Help identify, organize, and prioritize potential investors
• Support outreach on LinkedIn and other relevant channels
• Coordinate pre-interview or pre-meeting communication
• Ensure prospects are prepared with the appropriate information prior to calls or interviews
• Track lead status, next steps, and follow-up timing

 

Appointment Setting & Scheduling

• Book meetings and confirm appointments
• Manage scheduling logistics for investor calls, interviews, and follow-up conversations
• Maintain an accurate and organized calendar
• Resolve scheduling conflicts and ensure timely communication around meetings

 

Phone Support

• Answer incoming calls in a professional, warm, and confident manner
• Screen calls and route urgent matters appropriately
• Take messages and provide basic information using approved scripts or templates
• Represent the business professionally in all phone interactions
• Handle calls from investors, borrowers, podcast contacts, and other business stakeholders

 

Email Management

• Monitor and manage inbox communication
• Respond to routine inquiries using approved language and guidance
• Handle basic questions, scheduling, and follow-up emails
• Escalate sensitive, complex, or high-value items to the business owner
• Maintain a polished, professional tone in all correspondence
• Support the owner by keeping email communication organized and efficient

 

Executive & Administrative Support

• Assist with general business operations and task management
• Help reduce the owner’s daily administrative burden
• Organize notes, contacts, and communication history
• Support recurring administrative tasks as needed
• Help maintain a smooth workflow across communication channels

 

Ideal Role profile:

• Ideally a woman with a softer client-facing communication style (However a male is acceptable if qualified)
• Strong English, low-accent, highly professional phone presence (This is a MUST, with no exception)
• 3–5 years of experience (Must know how to do this job and have held this position previously.)
• Real estate or mortgage background strongly preferred
• Warm, polished, and professional
• Reliable and responsive
• A strong communicator
• Comfortable speaking with investors and high-level contacts
• Organized enough to manage multiple moving pieces
• Able to follow a process, but also think ahead and anticipate needs
• Trustworthy and capable of working with minimal supervision

Success looks like:

• Client gets more investor conversations without doing all the outreach himself
• The assistant handles routine communication and scheduling
• Client can focus on closing loans and managing key investor relationships

 

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To move forward successfully share the following to Sammy@somewhere.com :

• A short cover letter:

1.  Explaining why you would be a strong fit for the role. Use this as an opportunity to pitch yourself directly to the client by highlighting your relevant experience, achievements, and motivation for applying.
2. Include the reasons for leaving your last 3 roles and share your long-term career plans. We value long-term commitment and want to ensure a stable, mutually beneficial working relationship going forward.
3. What is your current and expected monthly salary in USD?
4. What is your notice period ?

 

• An updated CV. Ensure it highlights your key skills and experience you have relevant to the role.
• A video introduction link where you introduce yourself and summarize your experience and key achievements. You don’t need to mention the specific role you are applying for, keep it general by highlighting your background, expertise, and what you can bring to your next role. Use Google Drive and ensure that the link is unrestricted, public and does not expire. Ensure your full name or contact details are not visible on this public link.

Tips for a professional, well-presented video:

• Record in a quiet, well-lit space 
• Dress professionally, as you would for an interview.
• Do not read from a script 
• Ensure your device is fixed and stable
• Here are some examples should you need it: https://www.youtube.com/@somewheredotcom/shorts

 

NB: You will only be considered if you have direct experience and proven exposure in this role. Applicants who do not meet the above requirements and possess the required skill set will be automatically disqualified.