
Investor Relations Administrator
RETS Associates, Atherton, CA, United States
Investor Relations Administrator
Menlo Park, CA (4 days in-office)
RETS Associates, on behalf of a leading real estate investment firm, is seeking an Investor Relations Administrator to support the day-to-day operations of its investor relations function. This role sits at the center of investor communications and reporting, playing a critical role in ensuring accuracy, organization, and consistency across all investor-facing processes.
Key Responsibilities
Own and maintain the firms investor CRM system (e.g., Juniper Square), ensuring data integrity and organization
Coordinate quarterly investor reporting cycles and communications
Support investor onboarding, subscriptions, and account maintenance
Manage inbound investor requests and follow-ups with a high level of responsiveness
Assist with planning and execution of investor meetings, events, and roadshows
Partner closely with internal teams to ensure seamless information flow across platforms
Qualifications
38+ years of experience in investor relations support, client service, fund administration, executive support, or financial services operations
Strong organizational skills and attention to detail; able to manage multiple workflows simultaneously
Experience with CRM systems (Juniper Square, Dynamo, Salesforce, etc.) and Microsoft Office
Clear, professional communication style and a service-oriented mindset
Additional Context
This is a hands-on, execution-focused role that is integral to the success of the investor relations team. The position is best suited for someone who takes pride in being highly organized, detail-oriented, and a go-to resource for both internal teams and external investors. The team values individuals who enjoy building long-term expertise, taking ownership of processes, and contributing to a collaborative environment over time.