Executive Assistant (Investor Relations)

Job Description

Sunrise is seeking an Executive Assistant (Investor Relations) to join the corporate office who can make an immediate impact for our team. In this cross-functional role, you will be providing administrative assistance to the Investor Relations Department. In doing so, you will be directly responsible for helping thousands of families achieve their goal of financial freedom.

Roles & Responsibilities:

  • Manage Investor Relations customer service
  • Email management
  • Voicemail management
  • Live answer phone calls
  • Assist with general administrative and clerical duties associated with our clients’ subscription process
  • Maintain the Infusionsoft CRM
  • Manage Social Media Platforms. Activities include drafting and scheduling content, monitoring for mentions, identifying opportunities for customer engagement, updating follower lists, and staying ahead of social media trends.
  • Help craft email marketing strategy.
  • Help craft digital & social media marketing strategy.
  • Produce a variety of content including videos, infographics, and other creative material. 
  • Periodically liaise with counterparts across the firm (Finance, Operations, Acquisitions) to provide value-added support.
  • Assist in identifying and executing ad hoc special projects to enhance systems and process in your department.
  • The ideal candidate will have a strong background in customer service, follow up, and attention to detail

Critical Skills

  • The desire to help people
  • Customer oriented, with the ability to understand the psychology of what works and why
  • Knowledge of social media platforms (Facebook, YouTube, Instagram, LinkedIn, etc)
  • Strong interest and/or curiosity about real estate investing
  • Must be a team-player and relationship-builder who is solutions-oriented
  • Must have a professional, positive demeanor
  • Great attention to detail 
  • Ability and desire to work effectively in a rapidly changing environment 
  • Self-starter who can power through ambiguity and thrive in a fast-paced, dynamic start-up environment with a high level of independence 
  • Comfortability interacting with our Tribe of Podcast Listeners 

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