Business Executive Assistant - Investor Relations

PhilippinesRemotePart-timemid

Executive AssistantAdministration & Office Support

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Quick Summary

Key Responsibilities

Initial Outreach: Conduct preliminary outreach to potential investment leads to support fundraising initiatives. This includes light research and note-taking on prospective investors.

Requirements Summary

Experience: Minimum of 3 years of relevant work experience, preferably in real estate, wealth management, finance, or high-end sales.

Technical Tools

Executive AssistantAdministration & Office Support

Responsibilities

~1 min read

→ Initial Outreach: Conduct preliminary outreach to potential investment leads to support fundraising initiatives. This includes light research and note-taking on prospective investors.
→ Scheduling and Follow-ups: Manage appointment scheduling, coordinate follow-ups, and organize investment materials to ensure timely and effective communication with investors.
→ Investor Communication: Engage in initial phone calls with investors to prequalify leads and develop ongoing relationships with the investor base. Clear and strong communication skills are essential.
→ Administrative Support: Provide executive assistant support, including organizing and maintaining investor information and electronic files.

Requirements

~1 min read

Experience: Minimum of 3 years of relevant work experience, preferably in real estate, wealth management, finance, or high-end sales.
Communication Skills: Exceptional verbal and written communication skills with minimal accent, enabling effective interaction with a diverse investor base.
Organizational Skills: Strong organizational and project management abilities, with attention to detail and the capacity to prioritize tasks effectively.
Technical Proficiency: Familiarity with CRM systems, Microsoft Office Suite, and other relevant software tools.
Education: Bachelor’s degree in Business Administration, Finance, Real Estate, or a related field is preferred.