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Investment Sales Administrator
Investment Sales AdministratorTrinity Investors • Southlake, TX, USA
Investment Sales Administrator

Investment Sales Administrator

Trinity Investors • Southlake, TX, USA
10 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Investment Sales Administrator

FLSA Status : Exempt

Position Snapshot :

The Investment Sales Administrator plays a key role in supporting Trinity's investment  sales team and strengthening relationships with investors. This position focuses on  providing exceptional service to investors, prospects, and internal stakeholders while  contributing to the firm's overall growth and client experience initiatives.

Essential Functions :

  • Report directly to the Client Relations Manager on the Investment Sales team  and collaborate closely with Marketing, Investments, and Client Relations teams
  • Serve as a key point of contact for existing investors, nurturing relationships  through consistent communication and service excellence
  • Support business growth initiatives by helping execute investor engagement and  retention strategies
  • Provide high-integrity investor service, build rapport, obtain referrals, and  maintain a positive and professional company image
  • Prepare and analyze reports related to sales activity using Excel, Google Sheets,  and CRM / Investor Portal tools
  • Draft and prepare presentations for prospective client meetings and conferences  that highlight the firm's platform and current investment opportunities.
  • Travel up to 2–3 times per month to visit investment sites and attend investor  events (including occasional out-of-state travel)
  • Note : This position does not involve cold calling

Required Qualifications, Education, and Experience :

  • Bachelor's Degree in Finance, Business Administration, Real Estate, or a  relevant subject
  • 2+ years of applicable work experience with progressively increased  responsibilities in business development or relationship management
  • Prior success (metrics) in an earlier role; proven track record of supporting  successful partnership relationships
  • Strong working knowledge of finance and private equity
  • Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
  • Self-motivated, high energy, goal-oriented
  • Excellent written and verbal communication skills, including the ability to  summarize conclusions and confidently present well-supported arguments for or  against specific investment opportunities
  • Must be able to successfully complete securities licenses within six months from  hire date. These licenses may include the SIE, Series 82, and / or Series 63  licenses
  • Notable interpersonal skills, with the ability to negotiate and coordinate with third  parties on behalf of Trinity
  • Must have the ability to self-direct work and exercise independent judgment to  formulate and implement solutions

    • Preferred Qualifications :

  • Ability to focus under pressure; comfortable meeting tight deadlines with a high  degree of accuracy and attention to detail
  • Excellent critical reasoning, quantitative, and analytical skills demonstrated by  work experience and / or academic record
  • Ability to multitask and prioritize deadlines across several projects with different  managers
  • Self-starter; able to identify "what's next" and make meaningful progress with little  oversight or structure
  • Familiarity with JuniperSquare or similar CRM tool, such as Salesforce

    • Supervisory Responsibilities

  • None

    • Work Environment, Physical Factors, and Other Special Requirements

    The work environment characteristics described here are representative of those the  employee will encounter while performing the essential functions of this job. Work is  performed in an office environment and the noise level is moderate.

    To perform this job successfully, the employee is frequently required to remain in a  stationary position. Daily movements include sitting; standing; reaching and grasping;  operating computers and other office equipment; moving about the office; and attending  onsite and offsite meetings. Must be able to exchange information in person, in writing,  and via telephone. Ability to maintain regular, punctual in-office attendance consistent

    with the Americans with Disabilities Act (ADA) and other federal, state, and local  standards is required for teamwork, face-to-face interaction with co-workers / investors,  and operating required office technology and equipment. The employee may work  extended hours, outside of regular shift schedule, as required by operational needs.

    Trinity Investors may require the employee to perform duties outside of their job  description to meet business and operational needs. This job description is not intended  to be an all-inclusive list; other duties may be assigned at any time, with or without  notice.

    Reasonable accommodations may be made to enable qualified individuals with  disabilities to perform the essential duties of the position by contacting the Human  Resources Department.

    Trinity Investors is an equal opportunity employer and complies with all applicable laws  regarding equal opportunity in employment.

    This job description does not constitute an employment contract or negate "at will"  employment.

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    Sales Administrator • Southlake, TX, USA