Virtual Assistant

Working at Keiretsu Forum Northwest & Rockies puts you at the center of the innovative entrepreneurs and angel investors creating the latest technologies and products worldwide.The EA/ Admin is responsible for assisting the Director of Operations at Keiretsu Forum Northwest and Rockies.The goal of this position is to assist and maximize member renewal along with managing monthly forum events.

About Keiretsu Forum Northwest

We are the largest and most active region within the Keiretsu Forum global investment community of accredited private equity angel investors, venture capitalists and corporate/institutional investors. Keiretsu Forum is a worldwide network of capital, resources, and deal flow with over 50 chapters on three continents. Keiretsu Forum members invest in high-quality, diverse investment opportunities. Keiretsu Forum and Keiretsu Capital (the exclusiveworldwide fund partner of Keiretsu Forum) are ranked as the most active venture investors in the USA. The Keiretsu community is also strengthened through its involvement in social and charitable activities. Keiretsu Forum is described as a conglomeration of individuals or small companies that are organized around private equity funding for mutual benefit. Keiretsu Forum believes that through a holistic approach that includes interlocking relationships with partners and key resources, we can offer an association that produces the highest quality deal-flow and investment opportunities.

Benefits

• Gain firsthand insight into one of the most impactful angel groups in the Northwest and Rockies
• Network with experienced angel investors and successful entrepreneurs
• Exposure to Keiretsu deal screenings, forums, socials, and educational events
• Firsthand access into the process by which start-up companies acquire funding
• Sales and project management and event experience
  
  

Tasks/Responsibilities

Below is an outline of tasks related to this position. This summary should not be considered a complete list of duties; additional tasks may be assigned as needed.

Essential Functions Of EAMember Services

• Prospect Tracking & Follow Up
• Calendar Management
• Maintain new member prospect sheets
• Respond to email on behalf of the Director.
• Inbox Management.
• Schedule meetings
• Send follow up materials, letters, thank you cards, etc.
• Update PowerPoint presentation for monthly forums.
• Attend/Support Forum meetings
• Research on attendees and promote them in the webinar
• Data Entry – Updating CRM.
• Calling Event Registrations.
• Registration Tracking.
• Project Management.
  
  

Qualifications

• Experience in entrepreneurship and finance and another relevant fields
• Skills with Office 365, Task Management Software and CRM
• Ability to work pro-actively and drive team performance towards objectives
• Strong attention to detail
• Excellent written and oral communication skills
• Must be organized and be able to organize fellow team members