Client Relations Coordinator
Client Relations Coordinator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This role is designed to provide valuable mentorship hands-on experience and professional development. Over the course of two years youll gain in-depth knowledge of the Client Relations Coordinator position with a clear path to advance into Trinitys Inside Sales or Compliance team. As part of the Client Relations team youll take on a variety of responsibilities including data entry workflow coordination and document management. Youll play a key role in supporting compliance sales and operational processes while also engaging directly with our investors via email phone and in-person events.
What Youll 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 Trinitys 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 Trinitys relationship representatives
- Administer and manage databases including Trinitys investor portal and spreadsheets related to deal flow
- Serve as liaison between investors and Trinitys Investments Team by fielding questions and providing updates on the Companys investments to inquiring investors
The Right Candidate Will Have:
- Bachelors degree in Business Finance Marketing Communications or a relevant subject completed by start date
- Minimum 3.4 cumulative GPA at time of application
- 2 years of professional work experience
- Intermediate ability to utilize Excel with little oversight
- Proficient in Word Outlook Adobe and Google Sheets
- Medium to strong working knowledge of finance basics
- Excellent written and verbal communication skills including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
- Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
- Excellent critical reasoning quantitative and analytical skills demonstrated by work experience and/or academic record
- Self-starter: able to identify whats next and make meaningful progress with little oversight or structure
Why you will love working at Trinity:
- Our doors are 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.
Were 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 .
Required Experience:
IC
Employment Type
Full-Time
