Investor Relations Coordinator

Capital Solutions, Inc.
Blue Bell, PA

Position Overview


We are seeking a highly organized and detail-oriented professional to serve as our Investor Relations & Office Manager. This dual-role position requires strong communication skills, financial acumen, and the ability to manage daily office operations while supporting investor communications and reporting. The ideal candidate will have a solid background in accounting and experience working with financial data, investors, and the executive team.


Key Responsibilities

Investor Relations

  • Serve as a primary point of contact for investors, ensuring timely and professional communication
  • Coordinate investor meetings, calls, and events
  • Maintain investor records and databases
  • Assist with the coordination of managing investor funds and documents for new investments

Accounting & Financial Support

  • Manage accounts payable and receivable
  • Reconcile bank statements and financial records
  • Ensure accuracy and compliance with financial policies and procedures

Office Management

  • Oversee daily office operations and administrative functions
  • Manage office supplies, vendors, and service providers
  • Coordinate schedules, meetings, and internal communications
  • Support HR-related administrative tasks (onboarding, records, etc.)
  • Maintain an organized and efficient work environment

Qualifications

  • 3+ years of experience in accounting, office management, or investor relations
  • Proficiency in accounting software (e.g., QuickBooks) and Microsoft Office (Excel required)
  • Excellent organizational and multitasking skills
  • Strong written and verbal communication abilities
  • High level of discretion and professionalism

Preferred Qualifications

  • Experience working with investors
  • Knowledge of financial reporting standards and compliance
  • Familiarity with CRM or investor management tools
  • Notary Public

Compensation & Benefits

  • Competitive salary based on experience
  • Health benefits
  • Paid time off and holidays

How to Apply

Please submit your resume and a brief cover letter outlining your experience and interest in the role to: [email protected]

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