Investor Services Assistant

Company DescriptionPassco Companies is a real estate investment firm with over $4 billion in assets under management, specializing in the acquisition, development, and management of multifamily and commercial properties throughout the United States. With decades of experience across market cycles and deep industry relationships, Passco has become a leading provider of 1031 exchange real estate investment opportunities. The firm is consistently recognized for its leadership, strong culture, and continued growth.Position OverviewWe are seeking a professional, motivated, and detail-oriented individual to join our Investor Services team. This is an excellent opportunity for someone looking to begin or grow a career in commercial real estate and investor services, gaining exposure to high-net-worth investors and a dynamic, team-oriented environment. In this role, you will support the Investor Services team, assist with administrative processes, and help ensure a high level of service for our investors and their registered representatives. The ideal candidate is organized, eager to learn, and comfortable working in a fast-paced, collaborative setting.What You Will NeedAA or Bachelor’s degree preferred.Ability to pass a background check and fingerprinting for FINRA compliance.1-2 years of relevant work or customer service experience (internships or related experience considered).Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) and Adobe Acrobat.Positive attitude, reliability, and willingness to learn.Strong attention to detail and organizational skills.Professional communication skills (written and verbal).Ability to engage comfortably with investors and their registered representatives via phone and email.Ability to manage multiple tasks and prioritize effectively.Strong awareness of the importance of confidentiality and compliance.Ability to work both independently and as part of a team; self-starter with a proactive and flexible approach.Ability to lift and carry 25 pounds.Ability to stand for long periods of time.Key ResponsibilitiesSupport the Investor Services team with day-to-day administrative tasks.Handle outgoing mail, FedEx, and general office tasks.Assist investors and registered representatives with general inquiries and the Passco Portal.Provide support for internal team requests, including Marketing and Senior Management as needed.Provide occasional switchboard support.What We OfferSalary Range: $50,000 – $55,000, depending on experiencePaid Vacation, Sick Time, and HolidaysMedical, Dental & VisionHSA/FSA/DCFSA availableLife Insurance401(k) plan with matchingCompany eventsA stable, established company with long-tenured employees and opportunities for growth