What is your mission?

• Maintain and update CRM records, ensuring data accuracy and integrity
• Perform CRM data entry, database maintenance, and data enrichment activities
• Research and update contact information, including job and company changes
• Monitor bounced emails and returned communications to clean CRM data
• Support geo-fencing initiatives and prospect database projects
• Prepare offering decks, investment presentations, and other marketing materials
• Coordinate and maintain Capital Markets trackers, checklists, and deal flow records
• Follow up with internal stakeholders to ensure data and trackers are current
• Assist in investor outreach administration and pipeline management activities
• Generate recurring internal reports and track key operational metrics
• Maintain project dashboards and activity trackers
• Support leadership with administrative tasks, special projects, and ad hoc reporting
• Track conference participation and execute post-event follow-ups
• Conduct monthly website audits including SEO checks, forms, chatbots, and email systems
• Perform keyword research and validate UTM tracking implementation
• Assist in digital marketing performance reporting and analytics tracking
• Document workflows, standard operating procedures, and business processes
• Identify automation opportunities and process improvement initiatives
• Support AI-driven automation projects and operational efficiencies

Who are we looking for?

• Bachelor’s degree in Business Administration, Finance, Marketing, or related field
• At least 2+ years of experience in administrative support, CRM administration, marketing operations, project coordination, or similar role
• Strong experience with CRM platforms such as HubSpot, Salesforce, Microsoft Dynamics, Wealthbox, or equivalent
• Advanced proficiency in Microsoft Excel, Google Sheets, and Microsoft 365
• Experience in CRM reporting, data enrichment tools, and database management
• Exposure to digital marketing analytics, including SEO, keyword research, and UTM tracking
• Experience supporting financial services, wealth management, or capital markets environments (preferred)
• Proven ability to document SOPs, workflows, and process improvements
• Excellent written and verbal English communication skills
• Strong attention to detail, organizational, and time management skills
• Ability to manage multiple priorities and work in a fast-paced environment
• Comfortable working independently and collaborating with cross-functional teams
• Proactive mindset with initiative to go above and beyond expectations
• Leadership potential or experience supporting or guiding teams