Executive Assistant/ Client Relationship Manager

Position Description:

• Assist Senior Team to develop and nurture relationships with sophisticated institutional clients, such as pension funds, endowments, foundations, family offices, and insurance companies.
  
• Develop and maintain potential client pipelines and follow-up efforts in coordination with Senior Team.
  
• Ensure CRM information relating to prospective and current investors is highly accurate and up to date in order to improve the overall firm.
  
• Manage internal meetings relating to fundraising activities including beginning on time, preparing agendas, having appropriate materials printed / ready on screen, and follow-up items are processed.
  
• Create and maintain various reports to support all fundraising efforts.
  
• Research and provide internal team with regular updates on current and prospective clients.
  
• Help make travel and general schedules of the Senior Team as coordinated and efficient as possible.
  
• Additional Needs as Star Mountain Expands to Tampa, Florida:
  
• Greeting relationships and developing strong rapport with them predominantly in the Star Mountain office as well as at out-of-office events.
  
• Coordinate meetings between internal and external constituents including scheduling, arranging catering, and developing meeting agendas.
  
• Oversee a well-managed, professional, and organized office environment.
  

Preferred Qualifications:

• 5+ of experience in finance services industry (insurance, investment firm, investment bank, accounting firm or family office).
  
• Proficient MS PowerPoint, Excel and Word.
  
• Good working knowledge of a CRM system (MS Dynamics, Salesforce, etc.)
  
• Must be detail oriented, organized, and able to work in a fast-paced environment.
  
• Excellent verbal and phone communication skills.
  
• Excellent writing, research and interpersonal communication skills.
  
• Positive, engaging attitude, sense of ownership and pride in firm and culture.
  
• Self-starter, ability to work with all levels within an organization.
  
• Sit in our Tampa, FL Office.
  

Time: Immediate

Location: Tampa, Florida

Compensation:Base, bonus, and incentive package within a heavily aligned organizational culture.