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Executive Assistant

We are seeking an Executive Assistant to provide support to the firm’s management team. The successful candidate will report into Fourthstone’s CEO and will perform diverse, advanced and confidential administrative support with the opportunity to assume increased responsibility for operational processes at the firm. This role will suit a “go getter” who appreciates time sensitivity and is a good communicator. A team player who is comfortable wearing multiple hats would thrive in our entrepreneurial, growing firm.

As an Executive Assistant, you will be expected to relieve the executive team of administrative tasks and contribute to the smooth running of the firm’s internal processes.

Responsibilities

  • Book and confirm domestic and international travel for executives, including multi-day itineraries. Compile trip folders with relevant information in advance of travel for executives.
  • Calendar management requiring interaction with internal and external executives and associated tasks such as booking conference rooms, meeting logistics and presentation materials
  • Assist with production of marketing materials via in-house binding, third party printing and design agency
  • Drive employee expense reimbursement process and manage office expenses
  • Monitoring adherence to annual compliance calendar and ensure appropriate documentation is gathered and electronically filed
  • New hire orientation, including required compliance documentation and logistics
  • Providing general office support including handling phone enquiries, photocopying, scanning, ordering office supplies and extensive electronic and hard copy filing

Qualifications

  • 2+ years of relevant experience, preferably at a financial services, accounting or law firm
  • Must be able to work effectively with minimal supervision in a time-sensitive environment
  • Strong written communications skills, roll up sleeves attitude with a positive overall demeanor
  • Hard-working, dedicated, punctual and personable
  • The highest standards of personal and professional integrity and ethics
  • Advanced Proficiency in Microsoft Office and Excel in particular is required
  • Bachelor’s Degree preferred
  • Proof of Covid vaccination is required

To inquire about this position, please email your resume to ADMIN@4THSTONE.COM along with confirmation of your right to work in the USA without sponsorship.

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Marketing Intern

We are seeking a paid Marketing Intern to be responsible for supporting key initiatives at the intersection of Sales, Marketing, Investor Relations, and CRM. We expect the successful candidate to become knowledgeable about Fourthstone’s investment strategies and to possess the ability to manage critical assignments from beginning to end with a high degree of accuracy and professionalism. A team player who is comfortable wearing multiple hats would thrive in our entrepreneurial, growing firm.

As a Marketing Intern, you will be expected to act as a knowledgeable and proactive member of the team, including:

  • Producing and maintaining investor presentations, fact sheets, due diligence materials and monthly fund commentaries
  • Preparing for investor meetings and follow up on actions from those discussions
  • Leading fund performance reporting database management
  • Updating CRM using internal and external data sources
  • Tracking and reporting on the sales pipeline

This role will suit a “go getter” who appreciates time sensitivity and is a good communicator.

Desired Skills & Experience

The ideal candidate will be highly numerate and pursuing an undergraduate or graduate degree in a related field. Exposure to the financial services, sales, marketing or legal industries is preferred.

  • Highly proficient in PowerPoint, Adobe Illustrator and Excel
  • Prior experience with a CRM system is a plus
  • Demonstrated ability to write concisely, correctly and persuasively
  • Extremely organized with attention to detail
  • Comfortable juggling shifting deadlines and priorities

To inquire about this position, please email your resume to ADMIN@4THSTONE.COM along with confirmation of your right to work in the USA without sponsorship.

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