Remotery

Executive Assistant – Investor Relations Coordinator

atTrident BPORemotePH flagPhilippinesFull-timeExecutive AssistantMid-levelSenior$1,000/month

Posted 3 days ago

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Act as a dependable and professional liaison for investors.

• Organize and arrange communications, meetings, and quarterly reviews with investors.

• Develop and sustain relationships with investors while addressing their inquiries.

• Oversee and compose updates, newsletters, and correspondence on behalf of the Chairman.

• Supervise and prioritize the Chairman's inbox, and prepare responses.

• Create briefings, summaries, and talking points for investor meetings.

• Track the annual US Schedule K-1 tax filing process from initiation to completion.

• Keep a calendar of tax and compliance deadlines.

• Collaborate with the internal finance team, external CPAs, and investors to collect necessary documentation.

• Ensure timely, accurate, and secure distribution of K-1s and related financial documents.


⛳️ Requirements

• At least 3+ years of experience as an Executive Assistant, Investor Relations Assistant, or in a similar administrative position within finance, real estate, or corporate law.

• Outstanding written and verbal communication skills in English.

• Ability to craft impeccable, professional emails and updates for a C-level executive.

• Knowledge of US financial and tax documentation, particularly Schedule K-1s, is advantageous.

• Exceptional attention to detail for managing sensitive financial timelines.

• High emotional intelligence and a polished demeanor for engaging with high-net-worth individuals and institutional investors.

• Proficient in Microsoft Office and Google Workspace.

• Comfortable using contemporary CRM or investor portal software, such as Juniper Square, Salesforce, or Asana.

• Capable of working independently in a remote setting and proactively anticipating needs and challenges.

• Full-time availability with a commitment to a 40-hour workweek.

• Flexibility to operate in the US timezone, Monday through Friday.

• A distraction-free work-from-home setup.

• A laptop or desktop computer with a minimum of 8GB RAM and an i5 processor.

• A reliable high-speed internet connection of at least 10 Mbps.


🏝️ Benefits

• Competitive Compensation: basic monthly salary of $1000.

• Up to 12 Paid Time Off days annually.

• Paid US holidays.

• Full-time remote work-from-home arrangement.

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