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Client Relations Administrator
Location:
Southlake, TX
Description:
This role will encompass a wide range of responsibilities related to data entry organization, workflow management, and documentation coordination. The right candidate will join the Client Relations Team in an administrative role, supporting compliance and operational functions. They will also have an opportunity to interact with our investors via email, phone, and in-person events. What You'll Do: Manage documentation and filing of investor onboarding materials. Manage investor database information, logging and tracking relevant data points for cross-team use. Oversee data entry into Trinity's Client Relationship Management (CRM) program, file storage systems, and various spreadsheets. Finalize and circulate closing documentation to Trinity investors following the acquisition of new investments. Communicate with investors and third parties including IRA custodians to facilitate the acquisition of new Trinity investments. Prepare investment summaries/highlights for Trinity's relationship representatives. Administer and manage databases, including Trinity's investor portal and spreadsheets related to dealflow. Serve as liaison between investors and Trinity's Investments Team by fielding questions and providing updates on the Company's investments to inquiring investors. The Right Candidate Will Have These Qualifications: Bachelor's Degree in a relevant program of study, such as Finance, Marketing, or Communications. 1 year experience in operations, financial services, investor relations, private equity, business development, or business relationship management. Advanced ability to utilize Excel with little oversight. Proficient in Word, Outlook, Adobe, and Google Sheets. Intermediate working knowledge of finance basics. Notable interpersonal skills, including willingness to be coached and a positive attitude. Why You Will Love Working At Trinity: Our doors are always open. We love what we do and are passionate about helping our employees grow and develop. Our entire team across all departments promotes an environment of trust and mutual respect. Our team members are friendly and dedicated. When we ask our employees about the favorite part of their job, the number one answer is "the people I work with." Trinity hosts investor events, holiday parties, food trucks, team happy hours, and quarterly social gatherings for our employees. You will gain hands-on experience in the unique private equity and alternative assets industry. You will have the ability to gain a wide range of operations experience in a fast-paced environment within the private equity industry, where you will have access to resources to help you learn how Trinity is able to create wealth for investors by identifying, structuring, and capitalizing alternative investments that drive long-term prosperity. About Trinity Investors: Trinity Investors is a private equity firm with a portfolio of private company and commercial real estate investments. Founded in 2006 by experienced entrepreneurs, Trinity has raised and invested over $2.0 billion into over 200 commercial real estate projects and 20 private company transactions with an aggregate value of over $6.0 billion. We're dedicated to creating an environment where employees feel welcomed, valued, and supported with networks and development opportunities to help them thrive. For additional information on Trinity Investors, please visit www.trinityinvestors.com . Job Posted by ApplicantPro
Company:
Trinity Investors
Posted:
April 17 on ApplicantPRO
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More About this Listing: Client Relations Administrator
Client Relations Administrator is a Clerical Administrator Job at Trinity Investors located in Southlake TX. Find other listings like Client Relations Administrator by searching Oodle for Clerical Administrator Jobs.
Client Relations Administrator is a Clerical Administrator Job at Trinity Investors located in Southlake TX. Find other listings like Client Relations Administrator by searching Oodle for Clerical Administrator Jobs.