Executive Assistant – Investor Relations Coordinator

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Trident BPO

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2023

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Trident BPO is a business process outsourcing provider that delivers customer support, contact center services, and back-office processing to companies across industries. It helps organizations reduce costs, scale operations, and improve service quality through trained agents, technology-enabled workflows, and performance management.

📋 Description

• Serve as a reliable, professional point of contact for investors • Coordinate and schedule investor communications, meetings, and quarterly reviews • Build and maintain relationships with investors and respond to inquiries • Manage and draft updates, newsletters, and correspondence on the Chairman's behalf • Monitor and prioritize the Chairman's inbox and draft responses • Prepare briefings, summaries, and talking points for investor meetings • Track the annual US Schedule K-1 tax filing process from start to finish • Maintain a calendar of tax and compliance deadlines • Liaise with the internal finance team, external CPAs, and investors to gather documentation • Ensure K-1s and related financial documents are distributed accurately, securely, and on time

🎯 Requirements

• Minimum 3+ years of experience as an Executive Assistant, Investor Relations Assistant, or similar administrative role within finance, real estate, or corporate law • Exceptional written and verbal English communication skills • Ability to draft flawless, professional emails and updates for a C-level executive • Familiarity with US financial and tax documentation, specifically Schedule K-1s, is a plus • Extreme attention to detail for managing sensitive financial timelines • High emotional intelligence and polished demeanor for interacting with high-net-worth individuals and institutional investors • Proficiency in Microsoft Office and Google Workspace • Comfort using modern CRM or investor portal software, such as Juniper Square, Salesforce, or Asana • Ability to work autonomously in a remote environment and proactively anticipate needs and roadblocks • Full-time availability and commitment to a 40-hour workweek • Flexibility to work in the US timezone, Monday to Friday • Distraction-free work-from-home setup • Laptop or desktop with at least 8GB RAM and an i5 processor • 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 per year • Paid US holidays • Full-time remote work-from-home arrangement