Investor Relations Specialist & Executive Assistant |

Job title: Investor Relations Specialist & Executive Assistant

Location: Remote - Open to candidates in South Africa Eastern Europe and Latin America

Working Hours: 8a-5p or 9a-6p EST

Job description:

We are seeking a highly organized proactive and polished Investor Relations & Executive Assistant to support a mortgage investment business focused on attracting new investors and managing inbound interest from podcast and outreach initiatives.

This is a front-facing high-trust support role that combines investor follow-up appointment setting phone coverage inbox management and executive assistance. The ideal candidate will help streamline communication manage day-to-day administrative tasks and ensure potential investors receive timely professional and engaging follow-up.

Key Responsibilities

Investor Outreach & Lead Follow-Up

• Follow up with leads generated through podcast interviews and related outreach efforts
• Assist with prospect nurturing and lead qualification
• Help identify organize and prioritize potential investors
• Support outreach on LinkedIn and other relevant channels
• Coordinate pre-interview or pre-meeting communication
• Ensure prospects are prepared with the appropriate information prior to calls or interviews
• Track lead status next steps and follow-up timing

Appointment Setting & Scheduling

• Book meetings and confirm appointments
• Manage scheduling logistics for investor calls interviews and follow-up conversations
• Maintain an accurate and organized calendar
• Resolve scheduling conflicts and ensure timely communication around meetings

Phone Support

• Answer incoming calls in a professional warm and confident manner
• Screen calls and route urgent matters appropriately
• Take messages and provide basic information using approved scripts or templates
• Represent the business professionally in all phone interactions
• Handle calls from investors borrowers podcast contacts and other business stakeholders

Email Management

• Monitor and manage inbox communication
• Respond to routine inquiries using approved language and guidance
• Handle basic questions scheduling and follow-up emails
• Escalate sensitive complex or high-value items to the business owner
• Maintain a polished professional tone in all correspondence
• Support the owner by keeping email communication organized and efficient

Executive & Administrative Support

• Assist with general business operations and task management
• Help reduce the owners daily administrative burden
• Organize notes contacts and communication history
• Support recurring administrative tasks as needed
• Help maintain a smooth workflow across communication channels

Ideal Role profile:

• Ideally a woman with a softer client-facing communication style (However a male is acceptable if qualified)
• Strong English low-accent highly professional phone presence (This is a MUST with no exception)
• 35 years of experience (Must know how to do this job and have held this position previously.)
• Real estate or mortgage background strongly preferred
• Warm polished and professional
• Reliable and responsive
• A strong communicator
• Comfortable speaking with investors and high-level contacts
• Organized enough to manage multiple moving pieces
• Able to follow a process but also think ahead and anticipate needs
• Trustworthy and capable of working with minimal supervision

Success looks like:

• Client gets more investor conversations without doing all the outreach himself
• The assistant handles routine communication and scheduling
• Client can focus on closing loans and managing key investor relationships

To move forward successfully share the following to :

• A short cover letter:

1. Explaining why you would be a strong fit for the role. Use this as an opportunity to pitch yourself directly to the client by highlighting your relevant experience achievements and motivation for applying.
2. Include the reasons for leaving your last 3 roles and share your long-term career plans. We value long-term commitment and want to ensure a stable mutually beneficial working relationship going forward.
3. What is your current and expected monthly salary in USD
4. What is your notice period

• An updated CV. Ensure it highlights your key skills and experience you have relevant to the role.
• A video introduction link where you introduce yourself and summarize your experience and key achievements. You dont need to mention the specific role you are applying for keep it general by highlighting your background expertise and what you can bring to your next role. Use Google Drive and ensure that the link is unrestricted public and does not expire. Ensure your full name or contact details are not visible on this public link.

Tips for a professional well-presented video:

• Record in a quiet well-lit space
• Dress professionally as you would for an interview.
• Do not read from a script
• Ensure your device is fixed and stable
• Here are some examples should you need it: You will only be considered if you have direct experience and proven exposure in this role. Applicants who do not meet the above requirements and possess the required skill set will be automatically disqualified.
  
  

  Required Experience:

  IC