Job title: Investor Relations Specialist & Executive Assistant

Location: Remote - Open to candidates in South Africa, Eastern Europe and Latin America

Working Hours: 8a-5p or 9a-6p EST

Job description:

We are seeking a highly organized, proactive, and polished Investor Relations & Executive Assistant to support a mortgage investment business focused on attracting new investors and managing inbound interest from podcast and outreach initiatives.

This is a front-facing, high-trust support role that combines investor follow-up, appointment setting, phone coverage, inbox management, and executive assistance. The ideal candidate will help streamline communication, manage day-to-day administrative tasks, and ensure potential investors receive timely, professional, and engaging follow-up.

Key Responsibilities

Investor Outreach & Lead Follow-Up

Follow up with leads generated through podcast interviews and related outreach efforts
Assist with prospect nurturing and lead qualification
Help identify, organize, and prioritize potential investors
Support outreach on LinkedIn and other relevant channels
Coordinate pre-interview or pre-meeting communication
Ensure prospects are prepared with the appropriate information prior to calls or interviews
Track lead status, next steps, and follow-up timing

Appointment Setting & Scheduling

Book meetings and confirm appointments
Manage scheduling logistics for investor calls, interviews, and follow-up conversations
Maintain an accurate and organized calendar
Resolve scheduling conflicts and ensure timely communication around meetings

Phone Support

Answer incoming calls in a professional, warm, and confident manner
Screen calls and route urgent matters appropriately
Take messages and provide basic information using approved scripts or templates
Represent the business professionally in all phone interactions
Handle calls from investors, borrowers, podcast contacts, and other business stakeholders

Email Management

Monitor and manage inbox communication
Respond to routine inquiries using approved language and guidance
Handle basic questions, scheduling, and follow-up emails
Escalate sensitive, complex, or high-value items to the business owner
Maintain a polished, professional tone in all correspondence
Support the owner by keeping email communication organized and efficient

Executive & Administrative Support

Assist with general business operations and task management
Help reduce the owner’s daily administrative burden
Organize notes, contacts, and communication history
Support recurring administrative tasks as needed
Help maintain a smooth workflow across communication channels

Ideal Role profile:

Ideally a woman with a softer client-facing communication style (However a male is acceptable if qualified)
Strong English, low-accent, highly professional phone presence (This is a MUST, with no exception)
3–5 years of experience (Must know how to do this job and have held this position previously.)
Real estate or mortgage background strongly preferred
Warm, polished, and professional
Reliable and responsive
A strong communicator
Comfortable speaking with investors and high-level contacts
Organized enough to manage multiple moving pieces
Able to follow a process, but also think ahead and anticipate needs
Trustworthy and capable of working with minimal supervision

Success looks like:

Client gets more investor conversations without doing all the outreach himself
The assistant handles routine communication and scheduling
Client can focus on closing loans and managing key investor relationships

To move forward successfully share the following to Sammy@somewhere.com :

A short cover letter:

Explaining why you would be a strong fit for the role. Use this as an opportunity to pitch yourself directly to the client by highlighting your relevant experience, achievements, and motivation for applying.
Include the reasons for leaving your last 3 roles and share your long-term career plans. We value long-term commitment and want to ensure a stable, mutually beneficial working relationship going forward.
What is your current and expected monthly salary in USD?
What is your notice period ?

An updated CV. Ensure it highlights your key skills and experience you have relevant to the role.
A video introduction link where you introduce yourself and summarize your experience and key achievements. You don’t need to mention the specific role you are applying for, keep it general by highlighting your background, expertise, and what you can bring to your next role. Use Google Drive and ensure that the link is unrestricted, public and does not expire. Ensure your full name or contact details are not visible on this public link.

Tips for a professional, well-presented video:

Record in a quiet, well-lit space
Dress professionally, as you would for an interview.
Do not read from a script
Ensure your device is fixed and stable
Here are some examples should you need it: https://www.youtube.com/@somewheredotcom/shorts

NB: You will only be considered if you have direct experience and proven exposure in this role. Applicants who do not meet the above requirements and possess the required skill set will be automatically disqualified.

Investor Relations Specialist & Executive Assistant | 61358085166