Executive Assistant to CEO of Real Estate Investment Firm

Boutique investment firm seeks a sharp, proactive, and highly organized Executive Assistant to serve as a right hand to the CEO. This role blends traditional executive support with light bookkeeping and financial coordination, and is well-suited for a polished, detail-oriented professional who is comfortable communicating with a wide range of people and is able to work with discretion.

This is an excellent opportunity for someone who enjoys being deeply involved in day-to-day operations, thrives on organization, and values longevity within a role. Full training will be provided on internal systems, wire procedures, and financial workflows.

Requirements

• Prior experience as an Executive Assistant, Administrative Assistant, or comparable support role

• Proficiency in Excel, including formulas, tracking, and data organization

• Familiarity with QuickBooks and general bookkeeping principles preferred

• Adobe Photoshop proficiency is a plus

• Comfortable handling sensitive financial and confidential information with discretion

• Exceptional organizational skills with strong attention to detail

• Strong written and verbal communication skills

• Self-motivated, proactive, and able to manage competing priorities independently

• Composed under pressure with a steady, professional demeanor

• Comfortable working in a highly collaborative, fast-paced environment requiring frequent coordination

Responsibilities

• Manage complex calendars: scheduling, meetings, and travel logistics

• Draft and prepare correspondence, presentations, spreadsheets, and internal documents

• Serve as primary point of contact for internal and external communication

• Maintain well-organized digital and physical filing systems

• Support meetings, projects, and operational initiatives across the organization

• Prepare and process domestic and international wire transfers in accordance with company procedures

• Maintain financial logs, trackers, and transaction summaries

• Reconcile monthly credit card statements and track invoices and payments

• Organize financial documentation for accountants and outside partners

• Liaise with banks, accountants, vendors, and external contacts as needed

• Ensure timely follow-up on outstanding requests, approvals, and documentation

M-F 9:30am–5:30pm

$90K–150K/year based on experience + health benefits