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Administrative Assistant, Investor Relations

Administrative Assistant, Investor Relations

Valour Groupburlington, on, Canada
15 days ago
Job type
  • Full-time
Job description

COMPANY OVERVIEW

Valour Group is an integrated team of companies that operate, develop, and construct residential and commercial real estate. We are a part of a collaborative group of real estate-based companies, known as One Real Estate Enterprise, with a diversity of offerings such as a real estate investment, developments, construction, property management, vacation rentals, and a nationwide real estate TV show.

JOB SUMMARY

As the Administrative Assistant, Investor Relations, you will play a pivotal role in Investor Relations by ensuring meticulous documentation, seamless communication, and adherence to regulatory guidelines. You will be responsible for processing investor capital transactions, maintaining accurate records, and supporting both internal teams and external stakeholders. This fast-paced role requires strong organizational skills, attention to detail, and a client-centric mindset.

SPECIFIC RESPONSIBILITIES

  • Processing investor capital transactions, including the review of subscription agreements, redemption requests and upholding compliance with relevant legislation, guidelines outlined by the fund offering documents.
  • Maintain organized communication with investors regarding required documentation.
  • Liaising with 3rd party trust companies and providing required reports in a timely manner.
  • Maintenance of all electronic and physical investor records, by updating all required investor information in the internal company database.
  • Processing of wire and ACH payments through banking platforms to make distribution payments to investors and settle redemption requests.
  • Production of investor statements, quarterly reports, distributions, and all correspondence.
  • Distribution of investor statements, distribution notices and all correspondence.
  • Responsible for review and submission of regulatory filings with the OSC and BCSC (and other jurisdictions as required).
  • Support capital raising efforts for all Structured Products.
  • Participate in database testing when required and make recommendations for added functionality and database enhancements where necessary.
  • Appropriate handling of investor calls and inquiries and ensuring that inquiries are handled in a timely manner.
  • Ability to contact customer leads through cold calling.
  • Adhere to internal control processes and standard operating procedures for all Structured Products.
  • Coordinate tasks between other departments as required.
  • Participate in project based work and other duties as assigned.

Skills & Competencies

  • Communication : Excellent written and verbal communication skills, comfortable with client-facing calls and correspondence.
  • Customer Service : Client-focused mindset, responding swiftly and professionally to inquiries.
  • Compliance Mindset : Awareness of regulatory guidelines with an ability to maintain strict adherence.
  • Teamwork : Works collaboratively with colleagues across multiple departments to achieve shared goals.
  • Problem-Solving : Proactively addresses challenges, offering solutions and process improvements.

    • QUALIFICATIONS AND REQUIREMENTS

  • Diploma or Bachelor’s degree in a related field (or equivalent experience).
  • 1–3 years of administrative experience in financial services, asset management, or a related industry.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with CRM or database systems is a plus.
  • Strong organizational skills and high attention to detail in a deadline-driven environment.

    • WHAT WE OFFER

    We are a work environment that cares about each other, reaching our full potential, and making a difference in our communities. At One Real Estate Enterprise, you will have the ability to make a difference and have a lasting impact. As an employer we prioritize :

  • Offering a dynamic, entrepreneurial, collaborative, and high performing working environment.
  • Fostering professional development and offering opportunities for career advancement.
  • A modern, spacious working environment, with impressive amenities.
  • Frequent engagement events throughout the calendar year.
  • A competitive compensation offering and extended health benefits plan.
  • Generous employee discounts on vacation property rentals.

    • One Real Estate Enterprise is proud to be an equal opportunity employer and is committed to diversity, equity, and inclusion. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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    Administrative Assistant • burlington, on, Canada