Overview
**Job Description: Investor Relations Specialist**
**Position Overview:**
We are seeking a detail-oriented and communicative Investor Relations Specialist to join our team. This role is pivotal in maintaining strong relationships with investors, providing exceptional customer service, and ensuring accurate and timely account management. The ideal candidate will possess excellent communication skills, attention to detail, and a keen understanding of investment processes. This position offers a hybrid work arrangement, combining in-office and remote work.
**Key Responsibilities:**
– **Investor Onboarding:** Collaborate with investors to facilitate the seamless onboarding of new accounts. Guide investors through the account setup process, ensuring all required documentation is completed accurately and efficiently.
– **Account Management:** Address investor inquiries promptly and professionally, both over the phone and in person. Assist investors with updates and changes to their accounts, ensuring accuracy and compliance with established procedures.
– **Reporting Support:** Contribute to end-of-month and end-of-year reporting processes. Gather and organize data to generate comprehensive reports for internal and external stakeholders. Ensure accuracy and timeliness in all reporting activities.
– **Third-Party Collaboration:** Coordinate with third-party administrators to ensure the proper onboarding of accounts and accurate data entry. Monitor data integrity and collaborate to rectify any discrepancies or issues that arise.
– **Communication Excellence:** Communicate effectively with investors, both verbally and in writing. Address inquiries, concerns, and requests with professionalism and clarity. Build and maintain positive relationships with investors to enhance overall satisfaction.
– **Detail-Oriented Approach:** Display meticulous attention to detail when handling investor accounts and documents. Perform thorough reviews to ensure accuracy and compliance at all stages of account management.
– **Hybrid Work Environment:** Embrace a hybrid work model that includes both in-office and remote work. Maintain open lines of communication with team members and investors, regardless of work location.
**Benefits:**
– Competitive salary and performance-based incentives.
– Comprehensive benefits package including health, dental, and retirement plans.
– Opportunities for professional growth and development.
– Collaborative and inclusive work environment.
– Flexibility in work arrangements, including a hybrid in-office and remote setup and schedule availability.
**To be considered, applicants must be located in Pacific Standard Time zone**
About TaliMar Financial
We are a mortgage REIT that specializes in providing short term investment loans to real estate investors and operators. Our goal is provide our borrower clients a consistent source of capital for their real estate transactions our investors a transparent investment platform.
If you are a dedicated and detail-oriented professional with a passion for investor relations and exceptional customer service, we invite you to apply for the Investor Relations Specialist position. Join our team and play a crucial role in maintaining strong investor relationships and ensuring the accuracy and efficiency of account management processes.
About
About TaliMar Financial
TaliMar Financial is a private mortgage REIT that specializes in providing short term investment loans to real estate investors and operators. Our goal is provide our borrower clients a consistent source of capital for their real estate transactions and our investors a transparent investment platform.
Qualifications
**Qualifications:** - Bachelor's degree in Finance, Business, Economics, or related field preferred. - Experience in Wealth Management or Financial Services Industry (3 Years Experience) - Proven experience in investor relations, financial services, or related roles. - Exposure to investment processes and basic financial reporting - Exceptional verbal and written communication skills. - Proficiency in using relevant software and tools for reporting and account management. - Ability to manage multiple tasks, prioritize effectively, and meet deadlines. - Detail-oriented mindset with a commitment to accuracy and compliance. - Customer-focused attitude and a demonstrated ability to deliver excellent service.
