Client Relations Administrator

Trinity Private Equity Group • Southlake, TX

397d • Onsite

About The Position

The Client Relations Administrator at Trinity Private Equity Group LLC is responsible for supporting the Client Relations Team by managing documentation, data entry, and communication with investors. This role is crucial for ensuring smooth operational functions and compliance within the private equity industry, while also providing opportunities for professional growth and development in client relationship management.

Requirements

• Bachelor's Degree in Business, Finance, Marketing, Communications, or a relevant subject
• 2+ years of applicable work experience in a client-facing, marketing, or finance role, preferably in private equity
• Intermediate ability to utilize Excel with little oversight
• Proficient in Word, Outlook, Adobe, and Google Sheets
• Medium to strong working knowledge of finance basics
• Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
• 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
• Self-starter; able to identify 'what's next' and make meaningful progress with little oversight or structure

Responsibilities

• Manage documentation and filing of investor onboarding materials
• Manage investor database information, logging and tracking relevant data points for cross-team use
• Oversee data entry into Trinity's Client Relationship Management (CRM) program, file storage systems, and various spreadsheets
• Finalize and circulate closing documentation to Trinity investors following the acquisition of new investments
• Communicate with investors and third parties including IRA custodians to facilitate the acquisition of new Trinity investments
• Prepare investment summaries/highlights for Trinity's relationship representatives
• Administer and manage databases, including Trinity's investor portal and spreadsheets related to dealflow
• Serve as liaison between investors and Trinity's Investments Team by fielding questions and providing updates on the Company's investments to inquiring investors

Benefits

• Opportunities for professional growth and development
• Hands-on experience in the private equity and alternative assets industry
• Friendly and dedicated team environment
• Participation in team events such as investor events, holiday parties, and social gatherings

What This Job Offers

• Job Type: Full-time
• Industry: Management of Companies and Enterprises
• Education Level: Bachelor's degree