Investment Sales Administrator

Investment Sales Administrator

FLSA Status: Exempt

Position Snapshot:

The Investment Sales Administrator plays a key role in supporting Trinitys investment sales team and strengthening relationships with investors. This position focuses on providing exceptional service to investors prospects and internal stakeholders while contributing to the firms overall growth and client experience initiatives.

Essential Functions:
Report directly to the Client Relations Manager on the Investment Sales team and collaborate closely with Marketing Investments and Client Relations teams
Serve as a key point of contact for existing investors nurturing relationships through consistent communication and service excellence
Support business growth initiatives by helping execute investor engagement and retention strategies
Provide high-integrity investor service build rapport obtain referrals and maintain a positive and professional company image
Prepare and analyze reports related to sales activity using Excel Google Sheets and CRM/Investor Portal tools
Draft and prepare presentations for prospective client meetings and conferences that highlight the firms platform and current investment opportunities.
Travel up to 23 times per month to visit investment sites and attend investor events (including occasional out-of-state travel)
Note: This position does not involve cold calling

Required Qualifications Education and Experience:
Bachelors Degree in Finance Business Administration Real Estate or a relevant subject
2 years of applicable work experience with progressively increased responsibilities in business development or relationship management
Prior success (metrics) in an earlier role; proven track record of supporting successful partnership relationships
Strong working knowledge of finance and private equity
Proficient in Word Excel Outlook Adobe and Google Sheets
Self-motivated high energy goal-oriented
Excellent written and verbal communication skills including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
Must be able to successfully complete securities licenses within six months from hire date. These licenses may include the SIE Series 82 and/or Series 63 licenses
Notable interpersonal skills with the ability to negotiate and coordinate with third parties on behalf of Trinity
Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions

Preferred Qualifications:
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
Ability to multitask and prioritize deadlines across several projects with different managers
Self-starter; able to identify whats next and make meaningful progress with little oversight or structure
Familiarity with JuniperSquare or similar CRM tool such as Salesforce

Supervisory Responsibilities
None

Work Environment Physical Factors and Other Special Requirements
The work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Work is performed in an office environment and the noise level is moderate.

To perform this job successfully the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Must be able to exchange information in person in writing and via telephone. Ability to maintain regular punctual in-office attendance consistent
with the Americans with Disabilities Act (ADA) and other federal state and local standards is required for teamwork face-to-face interaction with co-workers/investors and operating required office technology and equipment. The employee may work extended hours outside of regular shift schedule as required by operational needs.

Trinity Investors may require the employee to perform duties outside of their job description to meet business and operational needs. This job description is not intended to be an all-inclusive list; other duties may be assigned at any time with or without notice.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties of the position by contacting the Human Resources Department.

Trinity Investors is an equal opportunity employer and complies with all applicable laws regarding equal opportunity in employment. This job description does not constitute an employment contract or negate at will employment.

Required Experience:

Unclear Seniority