[Hidden-tech] JOB opportunity at Stakeholders Capital

Eileen Spira eileen at stakeholderscapital.com
Thu Apr 18 18:54:21 UTC 2019

*Stakeholders Capital, Inc.
Socially Responsible Wealth Management Firm
Administrative Associate Position
Reports to Director of Operations/Client Services*

*Please reply to info at stakeholderscapital.com

*Who We Are:*

Stakeholders Capital is an independent wealth management firm with 
offices in Amherst, Massachusetts and Santa Monica, California. Our 
commitment to our clients includes our promise to integrate their values 
with their financial goals. We provide comprehensive financial planning 
and take pride in our exceptional service.

*What We Do:*
We combine traditional investment strategies with an in-depth knowledge 
of socially responsible/impact investing. Our investments are carefully 
selected within a sophisticated framework of broad-based global 
diversification. Stakeholders Capital also provides access to 
high-impact, private and local investment opportunities.


*We Are Looking For:*

An addition to our growing team. Someone who is committed to social 
justice and local economies, is a good communicator and works well 
independently and in a team environment. The work requires exceptional 
attention to detail and the ability to problem solve and manage multiple 
priorities. Optimistic outlook and a fun disposition, a must…

*Job Description*

Stakeholders Capital’s Administrative Associate is responsible for a 
range of duties in our Amherst office and will be an integral part of 
our team supporting all departments.

*Duties and Responsibilities include, but not limited to:*

·Provide clerical and administrative support as needed to support client 
services and operations

·Execute private Investment process and maintain accurate records

·Maintain electronic and paper documents for private investments

·Data entry portfolio management and CRM systems

·Assist with research and due diligence for impact investments

·Assist with social media and website

·Assist with marketing projects


We seek applicants who share our commitment to socially responsible, 
impact and community investing. Qualified applicants must be 
detail-oriented, organized, enjoy administrative work and be comfortable 
learning new technologies. Ideally candidates should have an interest in 
finance. It is preferable for candidates to be skilled in technology and 
be familiar with database technology. Experience in bookkeeping, 
accounting, or related filed a plus.


Hourly rate of $18.00/hour, some schedule flexibility. Two 6 hour days 
per week, to start. Opportunity for future advancement and additional hours.

*Location: Amherst MA*


TBD with increased hours

Stakeholders Capital, Inc provides equal employment opportunities (EEO) 
to all employees and applicants

for employment without regard to race, color, religion, gender, sexual 
orientation, gender identity or expression,

national origin, age, disability, genetic information, marital status, 
amnesty, or status as a covered veteran in

accordance with applicable federal, state and local laws.

Eileen Spira
Director of Client Services/Operations
Stakeholders Capital,INC.

eileen at StakeholdersCapital.com
(o) 888-STK-HLDR (785-4537) x.1
(o) 413-306-3244
(f) 888-735-HLDR (4537)

-common good investing, uncommonly smart
-risk management with options
-socially responsible wealth management

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