Key Responsibilities:
- Serve as the main administrative contact for shareholder-related queries and coordination.
- Liaise across internal departments (Membership, Finance, Operations) to ensure efficient handling of investor matters and timely information flow.
- Monitor the status of investor-related documentation and ensure all required forms, agreements, and compliance records are properly received, tracked, and filed.
- Maintain and update investor records, share movement logs, and cap tables with accuracy and confidentiality.
- Follow up on outstanding documentation or action items from investors (e.g. KYC, payments, signatures) and coordinate resolution.
- Support onboarding and account maintenance of shareholders, ensuring a smooth and professional experience.
- Prepare and update basic Excel trackers and summaries to assist internal reporting.
- Ensure consistency and accuracy in record-keeping across all systems
- Assist with logistics and preparation for investor meetings, AGMs, and other shareholder touchpoints as required.
Requirements:
- Bachelor’s degree in business, Law, Finance, Communications, or a related field.
- Minimum 2 years of experience in an administrative, operations, legal support, or client-facing role — experience as a paralegal or in legal documentation handling is a strong advantage.
- Proficient in Microsoft Excel (e.g. basic formulas, sorting/filtering, data integrity).
- Excellent organizational and communication skills; able to liaise confidently with senior stakeholders and high-net-worth individuals.
- Meticulous attention to detail and a strong sense of accountability.
- Proactive, reliable, and capable of managing multiple timelines and responsibilities.
- Experience with CRM systems and document management tools is a plus.
(We regret to inform that only shortlisted candidates will be notified.)
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