3 results for Investment Operations Assistant in Redwood City Ca
Associate Investor Relations, Investment Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Investor Relations, Associate</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule)</p><p> </p><p><strong>Salary:</strong></p><p>$110,000 - $140,000 (flexible depending on experience) + bonus</p><p> </p><p><strong>About the Company:</strong></p><p>This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul><p> </p><p><br></p>Administrative Assistant to Architect<p>Robert Half is working on an exciting temp to hire opportunity with a reputable landscaping company. Our client is a leading landscaping design company specializing in creating beautiful, sustainable outdoor spaces. They are committed to enhancing the natural environment through innovative landscaping solutions. </p><p><br></p><p> The Administrative Assistant will play a crucial role in assisting the Architect with various administrative duties, project coordination, and ensuring smooth operations within the landscaping design department. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. Please see the description below and if interested, apply now. So not wait. We will be scheduling interviews this week. Apply now! </p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Maintains Owner(s)/executive appointment calendar by planning and scheduling meetings, conferences, teleconferences, and business and personal travels.</li><li>Acts as the point of contact between the Office and Clients focusing on maintaining Owner(s)’s schedule, meetings and appointments with precise preparation and punctual reminders.</li><li>Assists Owner(s) with various personal requests and tasks.</li><li>Aids the Owner(s) with all property management tasks including rental, investment and miscellaneous properties.</li><li>Produces and facilitates internal communication by transcribing, recording, and formatting, meeting discussions and notes to produce reports, presentations and briefs.</li><li>Conserves Owner(s)/executive's time by reading, researching, and routing correspondence, drafting letters and documents, and collecting and analyzing information to provide abbreviated methods for decision making, solutions, and efficient processes.</li><li>Accompany the Owner(s)/executive by attending meetings, field visits, new leads and any related business developments.</li><li>Supports and maintains the Marketing Department by assisting with the management of TFLD’s social media profiles and presence, including Facebook, Twitter, LinkedIn, and any additional channels in the future.</li><li>Field marketing related inquires to determine the appropriate course of action, referral and/or response.</li><li>Collaborate with the Design Department to provide support for new lead attendance, proposal writing and scheduling.</li><li>Collaborate with the Design Department and the Accounting Department to provide Client Purchases including but not limited to: Obtaining quotes by working with the vendor, generating TFLD purchase order quotes, processing the payment of the purchase quote and delivery coordination.</li><li>Welcomes guests and Clients by greeting them, in person or on the telephone, answering or directing inquiries and transcribing messages.</li><li>Orchestrates company events for holiday celebrations, staff appreciation and recognition, and key staff meetings. Events include but are not limited to: Company summer picnic and holiday party, key staff holiday party, and key staff bi-annual lunch.</li><li>Orchestrates vendor, sponsorship and business development events. Events include but are not limited to: Lunch and Learns, community sponsorship events and business development connection/coordination interacts with Clients and vendors (as needed) to understand current issues/situation(s) to draw upon feasible solutions keeping with the best management practices of TFLD.</li></ul>Investor Relations, Associate<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Investor Relations, Associate</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule)</p><p> </p><p><strong>Salary:</strong></p><p>$110,000 - $140,000 (flexible depending on experience) + bonus</p><p> </p><p><strong>About the Company:</strong></p><p>This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul><p> </p><p><br></p>