Executive Assistant

POSITION SUMMARY:
The Executive Assistant (EA) provides high-level administrative and operational support to the Chief Executive Officer (CEO) and team overseeing real estate acquisitions, private investment funds, speaking and coaching business. This role ensures the CEO’s day-to-day activities run efficiently by managing scheduling, email communications, travel, document organization, and administration of business operations.

This position requires a proactive, detail-oriented, and highly organized professional with strong problem-solving skills and discretion to handle confidential matters.

KEY RESPONSIBILITIES:

Executive & Administrative Support
- Manage calendar, email, and daily priorities to optimize time and efficiency.
- Schedule appointments, meetings, and engagements while factoring in travel time and prep requirements.
- Prioritize and assess meeting requests based on strategic importance.
- Draft and manage high-level communications, reports, and correspondence.
- Handle confidential business and personal matters with professionalism.
- Prepare the team for meetings with briefing materials, research, and agendas.

Travel & Logistics Management
- Coordinate domestic and international travel for business and personal trips, including flights, hotels, transportation,
reservations, and meeting logistics.
- Ensure seamless travel arrangements by troubleshooting last-minute changes.

Operations & Document Management
- Maintain and organize filing systems, contacts, and databases for company records.
- Ensure CRM and data systems are updated regularly.
- Track action items, deadlines, and follow-ups.

Financial & Office Management
- Assist with budgeting, expense reporting, and financial documentation including working with a bookkeeper.
- Manage office supplies and vendors as per request.
- Prepare weekly, monthly, and quarterly reports for business updates.

REQUIRED QUALIFICATIONS:
? 2+ years experience as an Executive Assistant or in a similar administrative role.
? Exceptional organizational, multitasking, and problem-solving skills.
? Strong written and verbal communication skills.
? Ability to anticipate the CEO’s needs and proactively resolve issues.
? Tech-savvy – proficient in Microsoft Office Suite, Google Drive, Zoom, Asana, and CRM tools.

PREFERRED QUALIFICATIONS:
???? Experience in real estate, finance, or fund management preferred.
???? Experience supporting executives in real estate, private equity, or investment funds.
???? Spanish or Chinese is a plus.