Administrative Assistant

Job Description

Inversion Summits is a boutique investment summit business hosting a few upscale summits per year in various locations for investment professionals across the alternatives industry.

The Investor Relations Admin will be part of the Inversion Summits team, directly assisting the CEO, Director of Investor Relations, and Investor Relations Associates.

We are seeking a proactive, detail-oriented individual with incredible organizational and communication skills. This person MUST have prior experience as an admin in the financial industry.

This job is completely remote but requires in-person attendance at each of our summits per year. Candidates must be able to travel abroad.

Key Responsibilities:

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• Manage team calendars, schedule appointments, and coordinate meetings
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• Manage email correspondence
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• Use a CRM system or lead management tools to maintain accurate and up-to-date records of inquiries and requests from LPs and GPs
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• Develop and maintain a library of templates for commonly used communication materials
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• Coordinate the logistics of panelists and speakers, including managing travel and accommodations, coordinating schedules, and ensuring a seamless and professional event experience
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• Prepare and distribute event invitations, confirmations, and other communications, ensuring that all attendees are informed and prepared
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• Organize and maintain LPs/GPs files, documents, and other materials, ensuring that they are easily accessible and up-to-date
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• Design and create forms for various purposes, including surveys, feedback forms, and data collection
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• Manage attendee lists and ensure that all attendees have been properly registered and uploaded
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• Send out notifications and reminders to attendees
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• Perform other related duties as required
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Required Education & Experience:

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• Bachelor’s degree
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• 5+ years of work experience as an admin in the financial industry
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Required Skills:

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• Extremely strong organizational skills
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• A quick worker, who can multi-task as appropriate and knows when to hustle
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• Quick to learn new programs and systems
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• Strong email and tech skills
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• Strong analytical, critical reasoning, and problem-solving skills
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• A “people person” who enjoys relationship-building
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• Ability to work independently as well as part of a team
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• Expertise using Microsoft Outlook
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• Strong written communication skills
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• Ability to travel as needed
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Compensation :

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• $70,000 annual salary
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• Discretionary annual bonus
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• Healthcare
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