
Remote Assistant
4 days ago
Overview
We are looking for a detail-oriented and dependable Virtual Assistant to join our Investor Relations team. This role plays a key part in supporting back-end operations that ensure a smooth investor experience. Responsibilities include document tracking, inbox monitoring, data entry, compliance checks, and account maintenance. The ideal candidate is organized, proactive, and comfortable working independently in a fast-paced, process-driven environment.
Key Responsibilities
Investor Account Administration
Process Transfer of Interest requests:
- Prepare and send signature documents via AdobeSign
- Set up new accounts and positions in InvestNext
- Submit internal requests for final processing
Manage Fair Market Valuation (FMV) requests:
- Input investor details into the required forms
- Deliver finalized forms to investors
Compliance & Documentation:
- Generate and send weekly Blue Sky Filing (BSF) reports
- Review commitment paperwork to confirm:
- Accurate tax ID entries
- Proper entity alignment
Data Tracking & Cleanup
- Record investor wire activity and track confirmations
- Maintain and audit investor accounts in InvestNext:
- Follow up with investors missing distribution setup
- Flag incomplete tax IDs or mailing addresses
- Manage denied accreditations and send templated notices
- Review and troubleshoot distribution errors
- Update deal-level dashboards and internal documentation
Inbox & Communication Support
- Monitor Aloware (text/call inbox):
- Assist with investor text responses
- Return missed calls/voicemails and screen requests
- Escalate substantive questions to Investor Relations Associate
- Provide general email inbox support as needed
Qualifications
- Prior experience in support or operations (real estate, finance, or CRM familiarity a plus)
- Strong attention to detail and ability to manage multiple tasks
- Comfortable using tools such as HubSpot, InvestNext, and Google Workspace (training provided)
- Clear and professional written communication skills
- A self-starter with the ability to work independently and meet deadlines
- Candidate must be available for overlapping hours with the Investor Relations team, starting between 9–10am EST, to handle time-sensitive requests in real time.
Preferred Tools Experience
- HubSpot (or similar CRM)
- InvestNext (or equivalent investor portal)
- Google Workspace
- AdobeSign / DocuSign
- Aloware (or other phone/text platforms)
Job Type: Part-time
Pay: Up to Php22,800.00 per month
Expected hours: 20 per week
Experience:
- Virtual Assistant: 1 year (Required)
- CRM software: 1 year (Preferred)
Language:
- English (Required)
Work Location: Remote
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