Administrative Assistant

Administrative Assistant

Exceptional attention to detail with the ability to proofread, quality-check, and critically assess internal and external communications, presentations, and marketing materials. Experience utilizing HubSpot or another CRM platform to maintain, update, and manage contact records and business information. Experience using MailChimp or similar email marketing platforms. Strong proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. Advanced Excel skills with the ability to use spreadsheets as a database to enter, track, organize, maintain, and report on information. Experience creating, formatting, and editing professional PowerPoint presentations. Experience coordinating meetings, events, conferences, lunches, dinners, vendor relationships, and other business logistics. Strong organizational and time-management skills with the ability to manage multiple priorities simultaneously. Team-oriented mindset with a willingness to support ad hoc projects and operational needs as they arise. Ability to work independently and effectively within a fully remote environment. Access to a dedicated remote workspace, including a reliable internet connection and personal computer.

Bachelor's degree preferred; Business Administration or a related field is considered an asset. Prior experience supporting Investor Relations, Financial Services, Professional Services, Consulting, Marketing, or similar client-facing organizations. Experience coordinating investor events, corporate conferences, executive meetings, or stakeholder engagement activities. Experience supporting a small, entrepreneurial, or high-growth organization. Ability to quickly learn new software, systems, and business processes.

Insight Global's client is seeking a highly organized and detail-oriented Administrative Assistant professional to support a growing Investor Relations firm on a part-time, fully remote basis. This individual will play a key role in supporting day-to-day business operations, investor communications, CRM administration, and event coordination while ensuring critical administrative functions continue to run smoothly.

On a day-to-day basis, you will manage and maintain HubSpot CRM records, support email marketing initiatives, coordinate investor-facing events, create and format client-facing presentations, and perform Excel-based reporting and administrative tasks. This position is ideal for someone who enjoys wearing multiple hats, thrives in a collaborative environment, and takes pride in producing polished, accurate work.

Responsibilities:

• Manage and maintain HubSpot CRM records, ensuring contact information, reporting, and investor data remain accurate and up to date.
• Perform Excel-based reporting, spreadsheet management, data entry, and administrative tracking.
• Create, edit, and format PowerPoint presentations, investor-facing materials, and other business documents.
• Support investor communications through newsletter administration, email marketing campaigns, and communication tracking using MailChimp or similar platforms.
• Serve as a second reviewer for internal and external communications, presentations, marketing materials, and client deliverables to ensure accuracy, consistency, grammar, formatting, and overall quality.
• Coordinate investor events, meetings, lunches, dinners, conferences, and other client-facing engagements, including vendor communication, venue coordination, scheduling, and logistical planning.
• Provide day-to-day administrative and operational support to leadership and internal team members across various business initiatives and projects.