Investor Relations Coordinator - position no. 1626

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

• Proactively contacting employees entitled to payments and providing ongoing status updates.
• Working closely with Section 102 trustees and relevant external parties.
• Providing ongoing support and communication to investors and employees.
• Preparing mailings, verifying details, and maintaining ongoing investor updates.
• Building, managing, and updating tracking tables and data reports.
• Collaborating with internal interfaces, including Operations and Legal teams.

Qualifications:

• Bachelor’s degree - mandatory.
• Previous experience in a service-oriented / operational / administrative role - an advantage.
• High level of English - mandatory.
• Strong Excel skills - mandatory.

Personal Skills:

• High level of accuracy, responsibility, and attention to detail.
• Excellent written and verbal communication skills.
• Analytical thinking and problem-solving abilities.
• Strong service orientation and ability to work with multiple interfaces.
• Ability to work independently, prioritize tasks, and manage multiple assignments simultaneously.

This is a full-time position based in our Tel Aviv offices, Sunday -Thursday, 09:00 -18:00.