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
Employment type
Job function
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