Investor Relations Admin: Calendar, CRM & Investor Meetings
Michael Page
A leading capital markets firm seeks an Administrative Assistant for their Investor Relations team in Greenwich, CT. Responsibilities include scheduling, meeting coordination, and investor communications support. The ideal candidate has over 5 years of experience and strong organizational skills. This full-time position offers competitive pay and a comprehensive benefits package, including health and retirement plans. #J-18808-Ljbffr Michael Page
$80k - $100k
Investor Relations Administrative Assistant This range is provided by Michael Page. Your... ...Relations team, including scheduling meetings, maintaining calendars, and coordinating travel... ...investor communications, updating CRM systems, and maintaining investor contact...CRMFull timeWork at officeLocal areaRemote work$52.5k - $87.5k
...Analyst - Investor RelationsAt PNC, our people are our greatest differentiator... .... As an Analyst - Investor Relations within PNC's Solebury... ...earnings calls, and investor meetings. Monitors and summarizes... ...Customer Relationship Management (CRM), Effective Communications,...CRMFull timeTemporary workPart timeWork at office- Marketing & Investor Relations Coordinator Marblegate Asset Management is a $3.0 billion alternative... .... Coordinate and follow up on client meetings, calls, and events to ensure seamless... ...administrators. Maintain and update the CRM system, ensuring accurate contact data,...CRMFull time
- ...other client service tasks Prepare reporting documents for client meetings, including retrieving account balance information, tax... ...statements to specific clients on a periodic basis. Help maintain CRM tool with updated client data, pipeline, marketing, reminders/notifications...CRMWork at office
$35 - $45 per hour
...connective tissue between the investment team's calendars, internal systems, and the rhythm of the... ...the investment team, including internal meetings, external calls, management meetings,... ...and meeting workflows in the firm's CRM Handle communications and document flow...CRMFull timeContract workWork at officeImmediate startShift work$80k - $105k
..., commodity and equity asset classes and related derivative instruments in the global markets... ...is an operational role within Tudor’s Investor Relations (IR) team, focused on supporting... ...completeness of the investor database (CRM). Respond to investor inquiries and ad‑hoc...CRMWork experience placementInternshipWork at office$115k - $135k
...recruitment agency is seeking an Executive Assistant / Investor Relations Coordinator to support a U.S. fundraising team. The... ...responsibilities include coordinating investor roadshows, managing calendars, and organizing meetings. This full-time role offers a salary of $115,000 - $13...Full timeWork at office- ...customers is accurate, up-to-date and strategic. Track interactions in CRM - Record customers interactions in internal system for cross-... ...include Health Benefits, Dental, Paid leave, and vision. Employees can also expect casual dress code. 1 in-office meeting a month....CRMCasual workWork at office
- ...community breakfasts, Holiday Central, Annual Meeting, Community Summits, and other cultivation... ...agency events. Maintain a coordinated calendar of all development mailings, fundraising... ...donor database software (experience with CRM systems such as Salsa, Raiser's Edge NXT,...CRMFull timeWork at office
$18.63 - $20.73 per hour
...disciplined execution to consistently meet and exceed sales goals and... ...and utilizing internal CRM systems to enhance customer experience... ...time off within our fiscal calendar year. They will be paid 1 1/2... ..., gender (including gender-related identity, gender nonconformity...CRMHourly payPart timeLocal areaFlexible hoursShift workNight shift$60k - $70k
...inbound and outbound prospects and generate meetings for our Sales team. Build and nurture... ...activity and pipeline information in our CRM. Meet and exceed activity, meeting,... ...years of sales, business development, or related experience; B2B experience preferred. ~...CRMWork at office$80k - $100k
...fixed income, currency, commodity and equity asset classes and related derivative instruments in the global markets for an... ...trading strategies. Responsibilities Prepare for and support investor meetings, including prep notes and attendee coordination Assist with prospective...Full timeWork experience placementWork at office$60k - $70k
...administrative and executive support-related tasks and must be able to work... ...CEO and the Executive Team, including calendar management, scheduling meetings, and coordinating travel arrangements... ...management systems and sales tools (CRM, MS Office Suite, etc.). Excellent verbal...CRM- ...introduce our supplemental insurance offerings Meet with business owners and present to groups... ...through claims Use our Salesforce CRM to track your activities, contacts, and... ...Comfortable using basic digital tools (email, calendar, CRM systems) Already licensed in Health...CRMWeekly payLocal areaFlexible hours
- ...Performance Metrics - Consistently meets or exceeds key performance indicators (KPIs... ...Management - Ensures integrity and accuracy in CRM documentation, supporting informed decision... ...degree in Business, Communications, or a related field preferred Familiarity with customer...CRMTemporary workSummer workWork at officeImmediate startFlexible hours
$60k - $80k
...track of both personal and professional meetings, arrange speeches and coordinate events,... ...appointments and maintain a realistic, accurate calendar Answer and screen calls Assist... ...edit documents and correspondence Use CRM to capture notes and follow-ups necessary...CRM- ...validation processes and ensure solutions meet business specifications and quality standardsEvaluate... ...Bachelor’s degree or equivalent related work experienceExperience 5+ years of... ...compensation processesExposure to major billing and CRM systems (Salesforce, CSG preferred)...CRMWork at officeLocal areaVisa sponsorship
$130k - $140k
...act as the CEO's right hand and provide calendar management to another executive. The firm... ...scheduling conflicts Book reservations, meetings, and appointments Arrange global travel and... ...Manage information and client accounts in CRM (MOSAIC) Handle sensitive information...CRMWork at officeRemote work2 days per week- ...reports and Workflows for sales and admin users of the Commission... ...leverage our systems capabilities to meet the needs of the business and... ...concentrated abilities in relational database and compensation... ...Siebel, and CSG preferred) or any CRM systemsTelecommunications/Cable...CRMContract workWork experience placementWork at office
$164k - $262k
The Director of Investor Relations is responsible for shaping, executing, and sustaining the company’s engagement with the global investment... ...roadshows, conferences, investor days, and one‑on‑one meetings. Manage inbound investor inquiries and ensure timely, high‑...Temporary work- ...escalate as necessary), documenting interactions in Sales Force CRM ~Clean Note Taking and Follow Up– Track and maintain follow up... ...reports from Sales Force, participating and documenting calls and meetings (internal/external) regarding topics that may impact equity...CRMFull timeSummer workInternshipSummer internship
$25 - $32 per hour
...Stamford CT to Hudson MA area. Assist with project follow-up and meeting critical deadlines Assist in reviewing projects for potential... ...: ~1 to 2 years of clerical or other office experience ~ CRM experience required (SalesForce) ~ Must be a self-motivated...CRMHourly payFull timeCurrently hiringWork at officeLocal areaImmediate start- ...Pipeline Management: Maintain and update CRM with lead and prospect information, ensuring... ...clients. Target Achievement: Consistently meet and exceed monthly and quarterly targets... ...degree in Business, Finance, Economics or a related field. 1‑3 years of experience in a BDR...CRMInternshipRemote workWorldwide
$80k - $100k
...Operational Excellence: Manage your pipeline with precision using a CRM, ensuring accurate forecasting and data-driven decision-making.... ...a multitasker who knows how to effectively allocate resources to meet and exceed assigned quotas. Polished Communicator: You have...CRMBase plus commissionWork at office- ...administrative support to a team of executives Manage complex calendars, schedule meetings, and anticipate scheduling conflicts Coordinate domestic... ...discretion in handling sensitive information Input data into CRM system and perform other ad hoc tasks as required...CRMMonday to Friday
$110k - $135k
...bespoke projects focused on strategy and sales- Coordinate group investor meetings including roadshows- Work with investment, marketing, and... ...presentation materials- Research databases and maintain internal CRM systems with up-to-date investor information- Alongside senior...CRM$175k - $200k
...client diligence sessions and ad-hoc client meetings, as appropriateEstablishing relationships... ...and origination partners as well as related sector focused investment banking colleaguesAssisting... ...with SalesForce, Precision Lender, and CRM/Dashboard is a plusBachelor’s Degree in...CRMWork at officeLocal areaMonday to FridayFlexible hours$119k - $198.9k
...environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to provide clear guidance to others The team Our... ...to technical and non-technical audiencesExperience implementing CRM platforms (SAP CRM, Oracle Sales Cloud, Microsoft Dynamics) or...CRMLocal areaVisa sponsorship$100k
..., and customer service Hold regular team meetings to review business initiatives, sales performance... ...logistics and internal problem‑solving related to customer orders and operational issues... ...multiple priorities Proficiency with CRM platforms (HubSpot, Salesforce, or...CRMFor contractorsLocal area$88.8k - $148k
...environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe teamOur... ...assignmentsExperience solutioning, and implementing other CRM platforms (SAP CRM, Oracle, Salesforce.com, Microsoft Dynamics,...CRMLocal area
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