Executive Assistant – Investor Relations Coordinator

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

Posted Aug 11

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

πŸ“‹ Description

β€’ Act as a dependable and professional liaison for investors.

β€’ Organize and arrange communications, meetings, and quarterly reviews with investors.

β€’ Develop and sustain relationships with investors while addressing their inquiries.

β€’ Oversee and compose updates, newsletters, and correspondence on behalf of the Chairman.

β€’ Supervise and prioritize the Chairman's inbox, and prepare responses.

β€’ Create briefings, summaries, and talking points for investor meetings.

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

β€’ Keep a calendar of tax and compliance deadlines.

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

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


⛳️ Requirements

β€’ 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.

β€’ Outstanding written and verbal communication skills in English.

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

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

β€’ Exceptional attention to detail for managing sensitive financial timelines.

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

β€’ Proficient in Microsoft Office and Google Workspace.

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

β€’ Capable of working independently in a remote setting and proactively anticipating needs and challenges.

β€’ Full-time availability with a commitment to a 40-hour workweek.

β€’ Flexibility to operate in the US timezone, Monday through Friday.

β€’ A distraction-free work-from-home setup.

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

β€’ A reliable high-speed internet connection of at least 10 Mbps.


🏝️ Benefits

β€’ Competitive Compensation: basic monthly salary of $1000.

β€’ Up to 12 Paid Time Off days annually.

β€’ Paid US holidays.

β€’ Full-time remote work-from-home arrangement.

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