Investor Relations Administrative Assistant - Bilingual (Spanish Speak

About the Company

Phoenix Capital Group is a tech-driven oil and gas investment firm focused on mineral rights and leasehold acquisitions. With three national offices the company’s expansion is a testament to our dedication to growth and opportunity as we forge paths in the industry with both mineral owners and prospective investors. The founding members of Phoenix Capital Group have decades of industry experience and thrive to provide an educational and collaborative work environment for our employees.

Job Description

The Investor Relations Assistant will work closely with the Capital Markets team at Phoenix Capital Group and will be directly communicating with current and prospective investors. This role will be critical to the efficiency of the team and will be the point of contact for investor relations and support in partnership with their dedicated Capital Markets counterparts. The ideal candidate has high-level attention to detail, critical thinking and is excellent at communicating effectively with external partners. Our financial bond offerings at Phoenix Capital Group are an industry disrupter within our competitive set and this role offers both experience and growth opportunity for the right candidate.

Major Responsibilities/Accountabilities:

• Be the right hand to the Capital Markets team working together to foster investor relationships and ensure investor needs are the top priority for the department.
• Communicate directly with current and prospective investors to educate and manage the application process, workflow through the online experience, provide status updates on account, and general investor inquiries.
• Answer all incoming phone calls from existing investors to assist with dedicated account changes along with helping the inbound main phone line.
• Assist and respond to all incoming emails related to dedicated accounts including general investor inquiries, account changes, and funding questions.
• Experience with Salesforce and like management platforms to generate appropriate documents for internal and external stakeholders.
• Execute data entry and data management in company’s proprietary database for investor account tracking.
• Assemble custom investor packets ensuring project timelines are met and executed in partnership with Marketing.
• Assist in direct mail marketing campaigns and Investor Relations program in partnership with Marketing.

Required Skills:

• Bilingual – Spanish speaking is a requirement.
• BS/BA Degree – concentration in communications, marketing, business management, finance, management and/or like discipline.
• Detail orientated with strong Microsoft Office skills (emphasis on Excel).
• Excellent written and verbal communication skills.
• Ability to meet deadlines and willingness to learn a new industry in a fast-paced environment.

Preferred Skills:

• Customer Service / Relations experience.
• Administrative experience.
• Phone Experience
• Experience with Salesforce, or other CRM software.

Qualities We Look For:

• Integrity: You are highly accountable, trustworthy.
• Reliable: You are on time and dependable.
• High Standards: You take pride in your work and work with excellence.
• Curious: You are energized by learning and finding creative solutions to new situations.
• Self-Starter: You are ambitious and take initiative and thrive in environments with minimal supervision.
• Positive Attitude: You have an upbeat demeanor and a mindset that no task is too big or too small.
• Teachable: You receive instruction, correction, and are flexible to make required adjustments.

Here at Phoenix Capital Group, we value and thrive on diversity for the benefit of all. We know that having a variety of perspectives grows our skills, creativity, and our ability to improve our employees and clients' lives. To that end, we are committed to a work environment that supports, respects, and celebrates all individuals. We are proud to be an Equal Opportunity Employer.

We offer competitive compensation, the potential for profit sharing, a start-up culture, and strong growth opportunities.