RanchoCucamongaRecruiter Since 2001
the smart solution for Rancho Cucamonga jobs

Financial Investment Relations

Company: RAD Diversified
Location: Rancho Cucamonga
Posted on: November 23, 2022

Job Description:

RAD Diversified is a GREAT place to work! Here is what we offer: Comprehensive Healthcare Benefits (covering 75% of employee's cost), Competitive Compensation, Great Work Hours with a flexible schedule, Room for Growth, Free Lunch Once a Week, a fully Stocked Breakroom, Casual Friday, and a Fun Work Environment!RAD Diversified is a Real Estate Investment Trust company. We are seeking an Inner Circle Coordinator to support the Investors Relations department. In this role, you will establish a relationship with real estate investors. Provide top notch customer service and assist investors in the elite membership group they are a part of with any investment needs. You will be the first point of contact for inquiries on their financial statements, properties available in the REIT and information on upcoming Inner Circle retreats. Responsibilities Prepare reports, documents, correspondence, and spreadsheets Schedule and conduct Zoom meetings with investors and potential investors Participate in monthly Zoom calls with our CEO and Inner Circle investors Input notes into the system to follow up and follow through with investor's needs Give that personal touch of outstanding customer service to our members Establish meaningful relationships with investors to gain referrals Work closely with the property management and loans department for updates on properties in the REIT portfolio Handle complaints in a professional manner Attend semi-annual retreats Commission earned when signing up new investors Any other projects assigned by the Director of Investor Relations Skills 5+ years' experience of relationship building experience Proficiency computer skills Familiar with Google platform (docs, sheets, meets) Excellent customer services skills Strong communication skills Articulate, detail-oriented, and assertive Strong work ethic with a sense of urgency to meet deadlines Excellent organizational skills, with an ability to prioritize important projects Knowledge of real estate investments or financial services is a plus Understanding of 401k and IRAs is a plus 1 year experience of software systems AppFolio or Pipedrive.Pay Range $55k -$60k + CommissionJob Type: Full-timePay: $55,000.00 - $65,000.00 per yearBenefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Vision insurancePhysical setting: OfficeSchedule: 8 hour shift Monday to FridaySupplemental pay types: Commission payAbility to commute/relocate: Ontario, CA 91761: Reliably commute or planning to relocate before starting work (Required)Application Question(s): How many years of virtual customer service experience do you have?Work Location: One location

Keywords: RAD Diversified, Rancho Cucamonga , Financial Investment Relations, Accounting, Auditing , Rancho Cucamonga, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Rancho Cucamonga RSS job feeds