What are the responsibilities and job description for the Document Specialist position at Phoenix Capital Group?
About the Company
Phoenix Capital Group Holdings, LLC is a leading oil and gas mineral rights acquisition and non-operated working interest enterprise focused on identifying untapped value on the behalf of land owners throughout the United States. Established in 2019, we are headquartered in Denver and operate satellite offices in Irvine, California; Casper, Wyoming; Dallas, TX and Fort Lauderdale, FL.
As a family-owned company, we prioritize capital deployment and asset management projects that directly impact, and benefit, individual land owners and investors. We combine decades of high-level energy-sector experience with cutting-edge technology, analytically driven financial expertise, and an unwavering commitment to our clients.
Reporting To
Robynn Ramos, Operations Manager
Job Description
Directly supporting the Operations and Acquisitions team while interfacing with all the various departments in the company. The person who fills this role will learn the business through coordination with the Operations Manager and will be expected to have a detailed working knowledge of all departments. This role will be critical in the growth of the business and will get exposure to every facet of the company. The ideal candidate for this role is able to think outside of the box and has a natural curiosity. You will be given all the training and tools needed to do this job efficiently and your success will be up to you.
Major Responsibilities/Accountabilities:
- Manage physical and online filings systems
- Use Salesforce and associated applications to generate business critical documents
- Data entry and data management in company proprietary database
- Assemble custom packets and ensure they are delivered to clients
- Assist in direct mail marketing campaigns
- Conduct client account research
- Work with acquisitions team to facilitate transactions with their clients
Required Skills:
· Detail orientated
· Strong Word skills
· Excellent in written communication
· Strong verbal communication with ability to adapt dependent upon audience
· Highly motivated
· Ability to meet deadlines
· Willingness to learn a new industry
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person
Salary : $50,000 - $55,000
