Accounting & Finance: Bank reconciliation, capital contribution tracking, financial reporting, budget preparation, audit support, and compliance documentation.
Legal & Compliance: Investor accreditation processing, regulatory filings, subscription agreements, and maintaining audit-ready records.
Operations Management: Development and implementation of Standard Operating Procedures (SOPs), process optimization, workflow automation, and digital records management.
Investor & Client Relations: Onboarding, CRM pipeline management (HubSpot, InvestNext), proactive communication, issue resolution, and relationship building.
Executive Assistance: Calendar and email management, meeting preparation, cross-team coordination, and executive reporting.
CRM & Platforms: HubSpot, Close, Zoho, InvestNext, Parallel Markets, and Microsoft Office and GSuite.
Reporting & Analytics: Pipeline monitoring, transaction tracking, and preparation of weekly/ad-hoc financial and operational reports.
Customer Service & Support: Call handling, first-contact resolution, technical support, and client retention strategies.
Verified
