Investor Relations Specialist

Becoming part of the Walton Group of Companies means loving your job and believing in the company you work for. That’s the Walton experience. Walton is an organization you can grow your career with. With over 44 years of experience, we have grown to be one of North America’s leading real estate asset management and investment firms. Walton is currently looking for a full time Investor Relations Representative/Specialist for our office in Scottsdale, AZ. The successful candidate will be reporting directly to the Director of Investor Relations. Responsibilities Provide exceptional service and support to current investors and partners in business by serving as a single point of contact, receiving and processing incoming communications (i.e. mail, email and calls) providing product updates, and answering client inquiries in a prescribed timeframe. Identify, investigate and resolve potential client issues in an efficient and professional manner. Generate and distribute information packages and annual documentation pertaining to client investments Maintain client information database, correcting any data inconsistencies. Provide support and assist with requests from internal departments, sales teams and our partners in business. Work independently in a fast-paced, dynamic team environment, dealing with multiple inquiries. Quality control (QC) of all outbound correspondence via phone, written or email communication. Provide updates to investors and business partners regarding their Walton holdings. Qualifications Preferred postsecondary education either in the form of a degree or college diploma or equivalent work experience. A minimum of 2-3 years of client services experience at a banking or financial institution, brokerage or Experience with CRM software (e.g., Salesforce) Ability to manage multiple tasks and manage tight and changing priorities and deadlines Excellent written and verbal communication skills and financial literacy. Experience with financial reporting Willing to take on challenges and posses a positive and proactive attitude, with excellent interpersonal and coordinating skills Why Walton Competitive pay and benefits Opportunities to grow and develop skills in multiple disciplines. Fun, energetic co-workers who share the same core values and strategies. Join our team of passionate, energetic and inspired staff. In an age of revolving doors in the job market, Walton is a place employee want to be for the long run. Now, experience the Walton difference of integrity and professionalism for yourself. We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted. Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance

Location: Scottsdale, AZ, US

Posted Date: 5/12/2025