EXPERIENCED VA for Investor Relations and Marketing Support

We are seeking an EXPERIENCED virtual assistant to assist with marketing and investor relations, administration, and operations.

The ideal candidate possesses EXTREME levels of attention to detail, creativity, and drive to provide a top-notch investor experience. We are looking for a person who takes pride in servicing clients around meeting investment objectives, building wealth, and presenting unique deals through marketing platforms. He/she should have familiarity with real estate terminology, or the willingness to dive deep into the real estate industry and has experience working for a Private Equity Firm

PLEASE READ THE POST THOROUGHLY, APPLICANTS WHO WON'T FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

Copy and paste this link in your browser, without parenthesis and directly submit your applications here ---> (h)tt(p)s://rb.gy/qu(l)3zy

Job Responsibilities:

MAIN FOCUS:

INVESTOR RELATIONS
- Prepare investor updates and reports after being provided talking points and information to include in monthly or quarterly updates
- Help manage prospects and existing investors within an Investor CRM to serve clients along every step of the investor journey
- Assist with investor appreciation initiatives such as coordinating gifts around holidays, birthdays, or investment milestones
- Ensure compliance requirements are met with our fund administrator by securing accreditation verification letters, proof of identity documents, tax forms, bank account info, entity formation docs, etc.

MARKETING SUPPORT:
- Help develop & design marketing/investor enablement materials in order to communicate private investment opportunities
- Create and manage email campaigns, including drafting copy, designing templates, and scheduling

Job Responsibilities:

Copy and paste this link in your browser, without parenthesis and directly submit your applications here ---> (h)tt(p)s://rb.gy/qu(l)3zy

Key Qualifications:
- Excellent communication skills, both written and verbal.
- Ability to conduct research and draft documents with attention to detail.
- Ability to maintain high levels of accuracy in financial records and pay meticulous attention to detail to ensure no discrepancies.
- Strong organizational skills and the capability to multitask effectively.
- Proficiency in Canva for creating visual content and PowerPoint for presentations.
- Proficiency with capital raising, demand gen, and lead gen activities is critical
- Familiarity with communication and collaboration platforms like Slack, Teams, Google Docs, and Google Sheets
- Willingness to learn and adapt to new software and procedures quickly.
- Prior knowledge of CRM systems such as Go High Level is advantageous.
- Dedicated, efficient, and has a proactive approach to problem-solving.
- Ability to maintain customer service level agreements and timely follow-up on investor inquiries
- Familiarity with real estate terminology, or the willingness to dive deep into the real estate industry
- Has experience working for a Private Equity Firm


Salary: $8 / hour
Schedule: 40 hrs a week
Timezone: Central Standard Time

Is this job not quite a fit for you but you know someone who would be perfect? If you refer them and they reference your email during the application, we will pay you 20 USD if they get hired!