Investor Relations Coordinator - Avistone, LLC

November 30, 2017
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Avistone, LLC

Laguna Niguel, California 92677

Avistone, a rapidly growing Orange County, California commercial real estate investment firm, is seeking a high-energy and detail-oriented Investor Relations Coordinator who will be responsible for ensuring effective execution of investor related documents and reports, delivering superior customer support to our investors and providing operational support to the VP of Investor Relations.  This role is focused on expanding and deepening customer relationships by identifying customers’ needs and providing the support to over-deliver on our investors’ expectations. The Investor Relations Coordinator should possess strong organizational skills be able to work in a fast-paced, team environment.   


  • Develop an in depth understanding of Avistone, our strategy and offerings
  • Develop and maintain comprehensive understanding of investor goals and risk tolerance to provide superior client support and service
  • Respond to questions regarding investments and accounts from investors
  • Collect and process required paperwork for investment transactions with broker-dealer
  • Manage and execute investor deliverables and the investor portal
  • Create and maintain investor files
  • Ensure investor information is provided to internal departments and external vendors
  • Update and maintain CRM for accounts
  • Prepare investor presentations and webinars
  • Provide support to marketing agency for all aspects of our marketing strategy
  • Prepare sales reports
  • Prepare investor communication



  • Minimum of 1-2 years of client service or financial industry experience
  • BA/BS degree preferred or combination of education & experience
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Highly detailed oriented
  • Excellent written and verbal communication skills
  • Ability to multi-task and learn quickly



  • Competitive salary based on experience
  • Health, dental, eye insurance
  • Paid vacation, holiday and sick leave