Investments Coordinator/Office Manager (Administrator) - Alternative Investment Department
CurrentProvide administrative support to Management, Development, Acquisition, and asset management teams.Manage multiple investment professionals' calendars, support internal and external meetings through internal communication and scheduling.Produce meeting and engagement materials, represent and be the tip of the spear representing the team externally with outside parties and organizations.Coordinate and calendaring of internal functional department and committee meetings. Compile reports, articles, and other information to assist with pre and post meeting preparation.Creates, manages, and maintains paperwork in updated and organized paper/electronic files, as well as additional client, portfolios and investment files as needed.Maintains the office's databases and data storage systems through data entry and filing procedures. Ensures that property & Investment files are up to date and accurate.Responds to external and internal constituent inquiries and/or refer them to the appropriate staff person for a related response or engagement. Process accounts payable for stakeholders accurately and on time, coordinates with HR & finance team for the payrollsFormulate, manage and maintain paperwork in paper/electronic files’; update and organize; as well as create additional customer files as needed. Produce and distribute new certificates, new investment letters, and general customer investment information material.Maintain office’s databases and data storage systems through data entry and data filing protocols. Monitor current and accurate certificate of property Insurance filesPrepare and expedite individual correspondence and/or bulk mailing projects, as well as business material and products to be used in marketing and communication efforts.Perform general support tasks, such as collating, transcribing, organizing, creating documents, information, presentation/binders elements, meeting logistics and hosting, etc. in support of office operations.