At a Glance
- Tasks: Support client relationships by coordinating meetings, managing data, and handling event logistics.
- Company: Join a dynamic team at Fanning Personnel, focused on investor relations.
- Benefits: Enjoy a strong compensation package with comprehensive benefits.
- Other info: Full-time role with opportunities for growth in a supportive environment.
- Why this job: Be part of a small team making a big impact in investor relations.
- Qualifications: 3+ years experience with MS Office, CRM platforms, and event management.
The predicted salary is between 51750 - 63250 £ per year.
- 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
- #J-18808-Ljbffr
Investor Relations Assistant in Boston employer: Fanning Personnel
As an Investor Relations Assistant at our firm, you will be part of a dynamic and supportive team dedicated to fostering strong client relationships. We offer a robust compensation package alongside comprehensive benefits, ensuring our employees feel valued and secure. Our collaborative work culture promotes professional growth and development, making this an ideal environment for those seeking meaningful and rewarding employment in the heart of the financial sector.
We think you need these skills to ace Investor Relations Assistant in Boston
Client Relationship Management
Event Coordination
MS Office Suite
CRM Platforms
Data Management
Meeting Preparation
Attention to Detail
