Investor Relations & Administrative SpecialistCompany: Assets Funding Capital (AFC) Industry: Real Estate Investment & Financial Services Position Type: Independent Contractor Work Arrangement: Remote Languages Required: English & Spanish (Fluent) Computer

Requirements:
Proficiency in Apple Mac (macOS) ABOUT ASSETS FUNDING CAPITALAssets Funding Capital (AFC) is a private real estate investment and capital advisory firm focused on connecting investors with real estate investment opportunities. We specialize in facilitating investment transactions, supporting capital-raising initiatives, and building long-term relationships with investors and strategic partners. At AFC, we prioritize professionalism, transparency, operational efficiency, and exceptional investor service. We are seeking a highly organized, detail-oriented, and proactive professional to support our growing investment operations and investor relations activities.

ABOUT THE ROLE
We are looking for an experienced Investor Relations & Administrative Specialist to manage investment documentation, maintain investor records, oversee CRM and investor portal systems, and support daily administrative operations. This position requires someone who is highly organized, technologically proficient, and capable of managing multiple responsibilities independently while maintaining accuracy and professionalism. The idóneo candidate must be fully bilingual in English and Spanish (written and spoken), proficient in Apple Mac computers, and experienced with Microsoft Office, Google Workspace, and CRM systems. The selected candidate will work closely with our Investor Relations, Finance, and Administrative teams to ensure efficient operations and a seamless investor experience.

KEY RESPONSIBILITIES
1. Investment Contracts & Documentation
• Prepare, review, and process investment agreements, contracts, and supporting documentation.
• Ensure all investment contracts contain accurate investor information, investment amounts, and applicable terms.
• Coordinate the distribution of contracts for electronic signature through designated platforms.
• Track outstanding agreements, signatures, and required documentation.
• Maintain organized digital records of all executed agreements.
• Follow up with investors and internal departments regarding incomplete or pending documentation. 2. Investment Records & Receipts of Funds
• Prepare and issue receipts of funds for investor contributions and investments.
• Coordinate with the Finance Department to verify incoming funds before issuing receipts.
• Maintain accurate records of investment amounts, transaction dates, and investor contributions.
• Assist with reconciling investor records against financial information.
• Identify discrepancies and communicate them promptly to the appropriate departments.
• Ensure investment records are properly documented and maintained. 3. CRM Management – Zoho




• Manage and maintain investor information within Zoho CRM.
• Create, update, and organize investor profiles, contact information, and investment history.
• Track investor communications, follow-ups, pending documentation, and investment activities.
• Ensure all CRM records are accurate, complete, and regularly updated.
• Generate reports and investor summaries as requested by management.
• Identify missing information and proactively coordinate necessary updates.
• Maintain confidentiality and consistency across investor records. 4. Investor Portal Management – Agora
• Manage and maintain the Company's Agora Investor Portal.
• Assist with investor onboarding, account creation, and portal access.
• Upload and organize investment agreements, receipts, statements, and supporting documentation.
• Ensure investor accounts and investment records remain accurate and up to date.
• Monitor outstanding investor documentation and coordinate follow-ups.
• Assist investors with basic portal-related inquiries.
• Ensure consistency between Agora, Zoho CRM, and internal financial records. 5. Administrative & Database Management
• Maintain organized digital filing systems and investor databases.
• Prepare administrative reports, spreadsheets, and internal documentation.
• Ensure proper organization and accessibility of investor records.
• Regularly review databases for missing, outdated, or inconsistent information.
• Monitor outstanding administrative tasks and ensure deadlines are met.
• Assist with improving internal processes and operational efficiency. 6. Internal Coordination & Investor Support
• Collaborate with the Investor Relations, Finance, and Administrative teams.
• Coordinate outstanding investment agreements, investor onboarding, and documentation requirements.
• Assist with investor communications in both English and Spanish.
• Respond professionally and promptly to investor inquiries and administrative requests.
• Prepare investor reports, presentations, spreadsheets, and supporting materials.
• Communicate operational updates and escalate discrepancies or delays when necessary.
• Maintain a professional and service-oriented approach when interacting with investors and internal team members. REQUIRED QUALIFICATIONSBilingual Proficiency – Mandatory
• Must be fluent in both English and Spanish, written and spoken.
• Excellent grammar, spelling, and professional communication skills in both languages.
• Ability to prepare professional emails, investor correspondence,



and business documentation in English and Spanish.
• Comfortable communicating with investors, management, and international team members in both languages. Apple Mac (macOS) Proficiency – Mandatory
• Must be highly proficient in using Apple Mac computers and the macOS operating system.
• Strong understanding of file management, document organization, downloads, uploads, and software applications.
• Ability to navigate and manage multiple applications simultaneously.
• Comfortable troubleshooting basic technical issues independently. Google Workspace – MandatoryMust demonstrate proficiency in:
• Gmail: Professional email communication and inbox management.
• Google Drive: File organization, shared folders, and document management.
• Google Docs: Document creation, editing, and collaboration.
• Google Sheets: Spreadsheet management, formulas, and data organization.
• Google Calendar: Scheduling, meeting coordination, and calendar management. Microsoft Office – MandatoryMicrosoft Word
• Advanced document creation, editing, and formatting.
• Preparation of professional agreements, reports, and correspondence.
• Experience working with templates and contract documentation. Microsoft Excel
• Strong proficiency in spreadsheets, formulas, sorting, and filtering.
• Ability to organize financial and investor information.
• Experience preparing reports, tracking investments, and performing basic reconciliations.
• Familiarity with pivot tables and data analysis is preferred. CRM & Investor Management Systems
• Zoho CRM: Experience managing databases, updating records, tracking activities, and generating reports is required.
• Agora Investor Portal: Previous experience is preferred.
• Ability to quickly learn and navigate new software platforms. Professional Experience
• Previous experience in investor relations, financial administration, investment operations, or a similar administrative role.
• Experience handling contracts, financial records, and confidential information.
• Strong organizational and time-management skills.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines independently.
• Excellent written and verbal communication skills.
• Strong problem-solving abilities and a proactive work approach.
• Comfortable working remotely with an international team. PREFERRED QUALIFICATIONS
• Previous experience in real estate investment, private capital, or financial services.
• Experience working with U.
S.-based companies.
• Familiarity with investment agreements and investor onboarding processes.
• Experience using electronic signature platforms such as DocuSign.
• Familiarity with Agora or similar investor management platforms.
• Advanced Excel skills, including pivot tables and reporting.
• Experience supporting executive management or finance teams.

📌 Investor Relations (España)
🏢 Assets Funding Capital
📍 España