Investor Relations Assistant

Home / About Us / Careers / Investor Relations Assistant

FAQ
Storage Acquisitions
Storage Auctions
Careers
• Investor Relations Assistant
Contact Us

 Job Description

In this position, you will help develop and maintain long-lasting relationships with investors, financial representatives, custodians and our transfer agent. You will provide Investor Relations support services and contribute to a variety of special projects. This opportunity is ideal for a bright and resourceful professional who is eager to become a member of an accomplished and diligent Investor Relations team. The successful candidate will be required to develop a comprehensive understanding of our Investor Relations policies and know when issues need to be escalated to the management staff for resolution.


Responsibilities

  • Assist Investor Relations Manager with daily processes and procedures
  • Participate in all aspects of processing trades: review new purchases, scan, enter data, create and send confirmations
  • Interface with transfer agent by processing “not in good order” (NIGO) paperwork for investment funds
  • Respond to investors, financial advisors and wholesaler calls and requests
  • Create and maintain investor files
  • Assist in investor and financial advisors direct mailings
  • Prepare sales reports
  • Interface with management team, transfer agent, investors, financial advisors and wholesalers on any investor relations request
  • Assist with the creation and delivery of materials for Board meetings

 Preferred Skills

  • Proficient in Microsoft Word, Excel and Outlook
  • Strong attention to detail and accuracy
  • Knowledge of the Real Estate Investment Trust (REIT) Industry
  • Understanding of the 1031Tax Deferred Exchange transactions a plus
  • Previous experience working with a transfer agent
  • Previous experience working with broker dealers, financial advisors and custodians
  • Knowledge of broker dealer industry standard forms

 Benefits

Job Type: Full-time

Salary: Commensurate with experience

  • Competitive salary
  • Comprehensive medical plan
  • Dental plan
  • Vision Plan
  • 401(k) with employer match
  • Supplemental life insurance
  • Long and short-term disability coverage
  • Paid time off for vacation, sick time and personal days

How Do I Apply?

  1. Download the application to your computer, print it out and complete the application
  2. Fax it to (949) 861-6364 or scan and email it to employment@smartstop.com.

Application Form

SmartCart
Contact Us

- or call -

888-97-STORAGE

At SmartStop® Self Storage, we pride ourselves in your feedback so we can grow stronger and further. Thank you for taking the time to complete this form....We’re getting smarter because of you!

What are you contacting us about?

Local Store and Account Inquiries
Miscellaneous Self Storage Questions
Self Storage Acquisitions
Contact Us

- or call -

888-97-STORAGE

At SmartStop® Self Storage, we pride ourselves in your feedback so we can grow stronger and further. Thank you for taking the time to complete this form....We’re getting smarter because of you!

Thank You! Your Message Has Been Sent.

You will be contacted shortly.