Private Markets Assistant
ABBY by GOGOTECH
What You'll Do
- Provide day-to-day administrative and operational support to a Private Sales Representative
- Manage calendars, schedule investor calls, and coordinate follow-ups with precision
- Assist with investor communications, account servicing, and ongoing relationship support
- Prepare and organize investor documentation, transaction materials, and internal records
- Track deal activity, investor requests, and outstanding action items to ensure nothing slips
- Liaise with internal teams (compliance, operations, legal) to support smooth execution
- Maintain a high level of professionalism when interacting with high-net-worth individuals
- Act as an extension of the sales rep—anticipating needs, staying ahead of deadlines, and keeping workflows tight
What We're Looking For
- Finance, economics, business degree or meaningful financial services experience
- Prior customer-facing experience is a must (finance, wealth management, banking, or similar preferred)
- Comfortable communicating with sophisticated, high-net-worth clients
- Exceptionally organized, responsive, and detail-oriented
- Strong written and verbal communication skills
- Ability to juggle multiple priorities in a fast-moving, phone-sales environment
- Polished, professional presence with strong follow-through