Investor Services Assistant

About Passco Companies

Passco Companies is a real estate investment firm with over $4 billion in assets under management, specializing in the acquisition, development, and management of multifamily and commercial properties throughout the United States. With decades of experience across market cycles and deep industry relationships, Passco has become a leading provider of 1031 exchange real estate investment opportunities. The firm is consistently recognized for its leadership, strong culture, and continued growth.

Position Overview

We are seeking a professional, motivated, and detail-oriented individual to join our Investor Services team. This is an excellent opportunity for someone looking to begin or grow a career in commercial real estate and investor services, gaining exposure to high-net-worth investors and a dynamic, team-oriented environment. In this role, you will support the Investor Services team, assist with administrative processes, and help ensure a high level of service for our investors and their registered representatives. The ideal candidate is organized, eager to learn, and comfortable working in a fast-paced, collaborative setting.

Position Details:

· Investor Services Assistant

· Based in Irvine, CA

· Monday to Friday, 8am-5pm

· Hybrid Schedule (3 days in-office and 2 days remote)

What You Will Need:

• AA or Bachelor’s degree preferred.
• Ability to pass a background check and fingerprinting for FINRA compliance.
• 1-2 years of relevant work or customer service experience (internships or related experience considered).
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) and Adobe Acrobat.
• Positive attitude, reliability, and willingness to learn.
• Strong attention to detail and organizational skills.
• Professional communication skills (written and verbal).
• Ability to engage comfortably with investors and their registered representatives via phone and email.
• Ability to manage multiple tasks and prioritize effectively.
• Strong awareness of the importance of confidentiality and compliance.
• Ability to work both independently and as part of a team; self-starter with a proactive and flexible approach.
• Ability to lift and carry 25 pounds.
• Ability to stand for long periods of time.

Key Responsibilities:

• Support the Investor Services team with day-to-day administrative tasks.
• Handle outgoing mail, FedEx, and general office tasks.

· Assist investors and registered representatives with general inquiries and the Passco Portal.

• Provide support for internal team requests, including Marketing and Senior Management as needed.
• Provide occasional switchboard support.

What We Offer:

• Salary Range: $50,000 – $55,000, depending on experience
• Paid Vacation, Sick Time, and Holidays
• Medical, Dental & Vision
• HSA/FSA/DCFSA available
• Life Insurance
• 401(k) plan with matching
• Company events
• A stable, established company with long-tenured employees and opportunities for growth

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Experience:

• Customer service: 3 years (Required)

Work Location: Hybrid remote in Irvine, CA 92614