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Responsibilities

• Manage executives’ calendars, email correspondence, and daily priorities
• Coordinate all travel arrangements including flights, accommodations, transportation, and detailed itineraries
• Oversee logistics for meetings and events, including conference room reservations, catering, registrations, preparing documents, and special functions
• Proactively anticipate executives’ needs and prepare materials, and logistics in advance of meetings
• Draft and edit professional communications, reports, invoices, and financial documents on behalf of executives
• Serve as a primary point of contact between executives and internal teams, clients, investors, and external partners
• Manage the flow of sensitive information with a high level of discretion, accuracy, and timeliness
• Process subscription agreements, cash call requests, distributions, DocuSign transactions, and charitable contributions
• Maintain and track financial records, including handling cash call and distribution reporting in QuickBooks and Excel
• Prepare year-end personal financial statements and coordinate with tax accountants
• Provide project coordination and administrative support across a variety of business initiatives
• Liaise with vendors for personal properties, maintenance, contractors, etc.
• Assist with personal financial organization, bill payments, expense tracking and recordkeeping for personal properties
• Provide back up administrative support to other admins and reception such as answering phones, sorting, distributing mail
• Perform other duties and personal requests ad hoc

Requirements

• Work experience as an Executive Assistant, Personal Assistant or similar role
• Commercial Real Estate Experience is beneficial or desire to learn commercial real estate
• 3 Years of high-level administrative experience in fast paced environment
• Experience with Microsoft Office Suite and QuickBooks
• Notary

Skills

• Strong organizational, time management, multitasking skills and ability to meet deadlines
• Proactive, self-motivated, high flexibility, adaptability and multi-task oriented with the drive to complete tasks with a high standard of excellence
• Interpersonal skills
• Discretion and confidentiality

Experience Level

• 3 Years of high-level administrative experience

Education Level

• Bachelor’s Degree