Investor Relations Administrative Assistant
Job Description:
Cedar Creek Wealth is hiring an Investor Relations Administrative Assistant to join our growing team.
We are looking for an individual with effective communication and adaptability skills. This candidate will enjoy working in an energetic
and fast-paced environment, combining an ability to anticipate needs, prioritize, and work independently with strong attention to
detail and a can-do positive attitude.
Company: Cedar Creek Wealth, LLC
Title: Investor Relations Administrative Assistant
Reports to: Director of Investor Relations
Classification: Exempt
Summary:
This position will work on various projects providing administrative support to the Investor Relations department. This candidate will
possess strong verbal and written communication skills, the ability to multi-task seamlessly, and work well in a team environment. This
candidate shall have previous experience working in an office environment, performing administrative duties, and providing support
to upper management.
Administrative Functions:
The Administrative Assistants tasks shall include, but not be limited to the following:
- Deadline Management
- Scheduling Department Meetings
- Assisting in gathering data for consistent investor updates’
- Assisting in issuing quarterly and annual investor updates’
- Assisting in Investor Organization within InvestNext such as Tagging
- Assist with Accreditation Tracking and Verification
- Providing support directly to Investor Relations team
- Basic/intermediate computer and office software knowledge
Essential Functions:
The Administrative Assistant’s job responsibilities shall include, but not be limited to the following:
- Oversee calendar for scheduling challenges and working to resolve issues quickly and effectively
- Highly responsive to invites and requests for meeting planning, often in less than 24 hours
- Calendar management, will require working closely with other departments
- Running logistical details for meetings, including room reservations, video conference set up, and order and coordinate
meals and snacks for meetings as needed - Proactively planning for teams’ needs, including arranging for travel time and needs for each meeting
- Coordinate, schedule and attend various meetings; compile, prepare, revise, edit, and issue related notices, agenda items,
meeting minutes and supporting documents - E-mail Management for Director of Investor Relations Assist with teams’ travel bookings and submitting expense reports as needed Track deadlines and ensure they are met
- Assist in the communications between departments as needed
- Anticipate the needs of the team and formulate plans as such
- Perform administrative and office support, such as typing, dictation, maintaining spreadsheets, faxing, and maintenance of filing system and contact database
- Research, analyze and compile data for reports and presentations as needed
- Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with the business
- Other administrative duties and projects as assigned
Skills, Knowledge, and Qualifications:
The incumbent must demonstrate the following skills:
- 2+ years’ experience in administrative role reporting directly to upper management
- Knowledge of Microsoft Office and other office productivity tools, with aptitude to learn new software and systems
- Real Estate, Private Equity, Investments, Self-storage, or Commercial Real Estate Development experience is a plus
- Astonishing attention to detail and the ability to follow-up/follow through
- Extremely Organized with strong prioritization and time management skills
- Ability to manage several complex projects simultaneously while working under pressure to help meet deadlines
- Superb written, verbal, and interpersonal communication skills
- Ability to keep company confidences
- Ability to multi-task
- Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge
- Proven ability to work effectively in a team environment
- Willingness to learn and grow
Personal Attributes:
The incumbent must demonstrate the following personal attributes:
- Be honest, trustworthy & respectful
- Be flexible and adaptable, a self-starter & a team player
- Demonstrate sound work ethics & show positivity
Physical Requirements & Work Environment:
- Work is performed primarily in an office environment using standard office equipment
- Clear speaking and adequate hearing sufficient to communicate effectively and respond appropriately in person and/or
via other technology - Use of hands/fingers across keyboard or mouse, handling other objects, working at a computer
- Reaching above and/or below shoulder – may lift to 30+ pounds
- Standing, walking, and bending. Sitting for extended periods of time
- Vision sufficient to read source materials and other data
Benefits:
- Two weeks paid time off annually (80 hours)
- 401K Retirement Plan, eligibility first of the month following 30 days
- Health Insurance Plan, eligibility first of the month following 30 days
- Medical, Dental, Vision, Life & AD&D, STD, LTD, Accident, Critical Illness, Legal
Flexible Spending Account & Dependent Care, Pet Benefits, Hospital Indemnity
Schedule:
- Full-Time, Monday – Friday
Work Location:
- One location, not remote - Eagle, Idaho
Cedar Creek Wealth, LLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Cedar Creek Wealth, LLC makes hiring decisions based solely on qualifications, merit, and business needs at the time.
