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Investor Relations Administrator

Company: Legacy Group Capital, LLC
Location: Bellevue
Posted on: September 21, 2022

Job Description:

We are a locally owned and privately funded Mortgage Lender and Real Estate Investment company established in 2006. We are looking for an Investor Relations Administrator / Accounting support person to become part of our team located in Bellevue. We are a small office with a family vibe and a client first mentality! If you are a high performing individual who is self-motivated and can work both independently and as a team member this may be a great opportunity for you!
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. To include other duties as assigned.

  • Manage investor subscription documentation
  • Assist with investor account inquiries and provide excellent customer support
  • Assist accounting team by maintaining interest calculation sheets for investors and update reports as needed
  • Update CRM with new investors and update existing records
  • Accounting functions such as draws, maintaining builder books/projects, reconciliation, and accounts receivable and payable information related to construction projects
  • Prepare, review, and communicate various project reports.
  • Assist with annual reporting and investor conference planning
    Qualifications and Experience
    • Strong Excel skills, including proficiency with pivot tables and v-lookups
    • Bachelor's Degree in accounting, finance, business or communications.
    • Industry experience in real estate, development, construction, or banking is preferred.
    • A customer service attitude, highly organized and a strong attention to detail.
    • Able to effectively communicate verbally and in writing, with project personnel, suppliers, subcontractors, and owners.
    • Analytic curiosity - a strong desire to understand business drivers.
    • Comfortable talking with investors on the phone but most communication is done through email so clear email communication skills needed
    • Must be able to multi-task and be comfortable switching priorities quickly - sometimes several times a day

Keywords: Legacy Group Capital, LLC, Bellevue , Investor Relations Administrator, Other , Bellevue, Washington

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