Job Details

LBA Logistics & LBA Properties ("LBA") is a full-service real estate investment and management company headquartered in Irvine, CA. LBA has a national industrial portfolio in all the major markets throughout the U.S. as well as a diverse office portfolio on the West Coast. LBA is a privately held company founded in 1991 with approximately 250 employees. LBA operates several closed-end real estate investment funds.

About The Role

• Assist in the management of the CFO and CAO's daily calendar
• Involvement in a variety of work projects that provides personal growth
• Be responsive in following up to Managers requests and acknowledging tasks at hand
• Supporting Senior Manager in accounting
• Always seek new ways that may deliver greater efficiencies in a fast-paced work environment
• Maintain highest level of confidentiality with information, documents and circumstances that are brought to your attention
• Coordinate and schedule internal and external meetings timely including reserving conference rooms and ordering lunches
• Ability to produce quality draft communication, documents, etc. requested by Manager
• Prioritize tasks while being able to quickly pivot when needed
• Coordinate travel arrangements when needed
• Create and/or update excel spreadsheets, power point documents
• Screen incoming calls and determine the level of priority – communicate messages timely
• Keep lines of communication open between yourself and Manager(s) in order to stay organized and prioritize work
• Receive / open mail /prepare FedEx packages
• Prepare expense reports
• Photocopy and scan documents; create binders
• Other general administrative support as required.

Investor Relations Coordination

• Maintain organization of the LBA Investor Portal; investor relations, investor reports, investor distributions, etc.
• Conduct regular audits of entire database to include annual mass investor mailings for purpose of verification of contact(s) information, wire information, commitment, tax ID's, special instructions
• Set up customized mail merge mailing systems per required investor mailing projects
• Manage of all investor requests, correspondence and document fulfillment
• Annual Investor Conference: With LBA Event Planner, set up and manage all meeting planning/coordination of conference. Primary point person for conference presentation preparation.
• Set up & maintain new fund/investor communications tracking & management log & private placement distribution system
• Establish & manage processes for distribution of all quarterly/annual reports, capital account statements, distribution mailings, capital funding requests to include customized mail merge setups for physical & electronic mailings
• Manage and coordinate yearly investor distributions for tax purposes such as 1099's, K-1s and Demand Letters.

What We Are Looking For In A Candidate

• Bachelor's Degree required
• Minimum 3 years supporting a C-Suite Executive
• Financial or legal background is highly desirable
• Handle confidential information with diplomacy and discretion
• Demonstrate the highest level of integrity, confidentiality, and trustworthiness
• Positive and professional attitude, friendly and approachable
• Excellent interpersonal and communication (written and verbal) skills required
• Experience with composing letters, e-mail communication to internal/external customers
• Excellent organizational and time-management skills, with the ability to prioritize workload, multitask, and work under pressure to meet deadlines
• Must adapt to change and be flexible and highly focused on details.
• Must be comfortable working in a fast-paced environment where continuous improvement is expected
• Willing to take direction from many individuals.
• Self-motivated, team player with the ability to work independently and in a team environment
• Tech-savvy and excellent computer skills. Proficient in MS Office.
• Flexible for some after hour availability and follow up
• Previous investor relations and/or accounting experience is highly desirable

Our Commitment To An Inclusive Workplace

LBA is proud to be an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.

Physical Demands

The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to stand; walk; sit for extended periods of time; use hands to feel, handle, or type; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear. The employee must occasionally lift and/or move or carry up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. Additionally, the employee may be required to drive to a property, walk on uneven ground, walk through a construction site, be exposed to dust or fumes and work around machinery or equipment.