Administrative Assistant

Posted 3 days ago

inversion summitsJacksonville (FL)

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Miscellaneous Financial Investment Activities

SENIORITY

Senior

SALARY

$70,000 annual

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About the role

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:

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

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

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

Compensation: $70,000 annual salary

Discretionary annual bonus Healthcare

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