Bilingual Vietnamese And English Front Desk/Medical Receptionist

This Jobot Job is hosted by: Monica Feltz
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $100,000 - $175,000 per year

A bit about us:

Long-term, control investor in small to medium sized businesses. Having a long-term strategy and significant personal capital differentiates the company from traditional PE firms. Builds strong relationships with management and nurtures growing portfolio companies without the pressures of a short exit time frame. Smaller company with an intimate feel that really supports it's people!

Why join us?

• Not typical PE firm, more of a Family Office feel!
• Great team who will support your development
• Hybrid schedule, 3 days in office
• Collaborative and friendly office culture!
• Tenures of 10+ years, not a churn-and-burn - no lay offs based on market changes!
• Full healthcare, top bonusing potential, paid parking, flex time off, PTO
• 9-6pm, 40 hour work week, honors personal time / work-life balance

Under direction of the Managing Director and Director of Operations, the Investor Relations / Private Equity Paralegal will be responsible for the following (and more):

• General daily and project support for Director of External Relations and for key personnel
• Support Director of External Relations with client and prospect requests
• Update and draft responses to Requests for Proposals and Due Diligence Questionnaires
• Coordinate the creation and review of investor communications including proofreading, editing

and coordinating between departments

• Manage and report on investor relations budget
• Perform special ad hoc projects for company staff to support clients and prospective clients
• Coordinate distribution of communications with outside fund administrator
• Organize and maintain shared files for clients
• Pre-populate subscription documents for clients
• Review and record completed subscription documents with outside fund administrator
• Process client transfers and changes with outside fund administrator
• File management (subscription and transfer documents) – signatures, tracking, etc. with outside

Fund Administrator

• Maintain client and prospect database with outside fund administrator and generate reports

Requirements:

• Ideally for someone who is service-oriented, who enjoys the investor relations side of the role, and also well versed with subscription documents in a Fund context (Preferably Real Estate).
• Looking for someone motivated and excited by the work who wants to stay and grow with the company.
• Comfortable being client-facing, answering phones, CRM (ideally Juniper), organized and great attention to details.
• Must be local to the area and able to come into the office at least 3x/week.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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