Investor Relations Coordinator & Executive Assistant

Our client is a leading boutique property funds firm located in Sydney CBD. They pride themselves on intricate market knowledge and consistent financial results that speak for themselves. They have 20+ years of combined experience across property and you will be working with and learning from the best!

This role is a 30-40% EA and 60-70% Investor Relations Coordinator; it is diverse, varied and a great opportunity to get involved in the clients/investors side of things and learn more about the property investment landscape.

This role would be best suited to an EA or a Team Assistant wanting to step up and learn more - no prior knowledge of Investor Relations is required. The right candidate will be a strong communicator, confident, with strong attention to detail and like building relations.

Experience in property or financial services is ideal but by no means necessary.

What you'll do:

• Support the CEO and Executive with complex diary management and task management
• Assist with meeting arrangements including video-conferencing and teleconferencing
• Prepare corporate collateral, including communications, correspondence, and presentations
• Manage and oversee the production of investor reporting – quarterly and annually
• Coordinate and manage third parties in preparing fund information memorandums
• Manage investor / unitholder registry system
• Oversight of third-party providers in ensuring investors compliance to Anti-Money Laundering (AML) and Know Your Customer (KYC) during onboarding process
• Assisting with ongoing compliance and auditing as it relates to investor data
• Respond to Ad-hoc enquiries from investors
• Organise travel requirements with external travel providers
• Assist with new staff onboarding including access to systems and hardware

What you bring:

• 3+ years of experience as a Team Assistant or EA in a corporate environment
• Being comfortable to work in a smaller team environment
• Experience in the finance or property industry ideal but not necessary
• Experience in a busy administrative or team assistant role supporting senior leadership
• High level communication (written and verbal) skills
• Proactive with developed problem-solving skills
• Strong people skills with ability to engage with high performing teams
• Confidence in building relationships at all levels within the business
• Strong Microsoft Office skills, especially PowerPoint

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Ksenia Varaksina on 02 8289 3213 for a confidential discussion.