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Trident

Executive Assistant & Investor Relations Coordinator

Executive SupportConfirmed live in the last 24 hours
Full-timeRemote in Philippines$1k /mo

About the Job

Requirements

  • At least 3 years of experience as an Executive Assistant, Investor Relations Assistant, or in a similar administrative role within finance, real estate, or corporate law.
  • Exceptional written and verbal English communication skills, including the ability to draft professional emails and updates on behalf of a C-level executive.
  • Familiarity with U.S. financial and tax documentation, specifically Schedule K-1s, is a plus but not required; at minimum, meticulous attention to detail to manage sensitive financial timelines is required.
  • Professionalism and emotional intelligence to interact with high-net-worth individuals and institutional investors.
  • Proficiency in Microsoft Office or Google Workspace and comfort using modern customer relationship management or investor portal software such as Juniper Square, Salesforce, or Asana.
  • Ability to work autonomously in a remote environment, anticipate the Chairman's needs, and identify potential roadblocks.
  • Full-time availability for a 40-hour workweek.
  • Flexibility to work Monday through Friday in the U.S. time zone.
  • Ability to maintain a distraction-free work-from-home setup.
  • A laptop or desktop with at least 8 GB of RAM and an i5 operating system.
  • A reliable, high-speed internet connection with a minimum speed of 10 Mbps.

Responsibilities

  • Serve as a reliable, professional point of contact for the investor base.
  • Coordinate and schedule investor communications, meetings, and quarterly reviews.
  • Build and maintain trusting relationships with investors by providing prompt, courteous support to their inquiries.
  • Manage and draft regular updates, newsletters, and direct correspondence on the Chairman's behalf, matching the Chairman's voice and leadership style.
  • Monitor the Chairman's inbox, prioritize incoming requests, and draft responses to ensure timely communication.
  • Prepare briefings, summaries, and talking points for the Chairman ahead of investor meetings.
  • Maintain a calendar of tax and compliance deadlines.
  • Liaise with the internal finance team, external certified public accountants, and investors to gather required documentation.
  • Ensure K-1s and related financial documents are distributed to investors accurately, securely, and on time.
  • Work with the external agency handling K-1 tax filings so it can keep investors updated on progress.

Desired Qualifications

  • Familiarity with U.S. financial and tax documentation, particularly Schedule K-1s.

About the Company

Company size
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Company stage
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Total funding
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Headquarters
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Founded
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