Tasks Required:
1. Executive Support
- Coordinate and manage the CEO’s calendar/daily agenda, including meetings, appointments, and travel arrangements.
- Prepare meeting agendas, documents, and presentations; take minutes during meetings and follow up on action items.
- Handle the CEO’s correspondence, prioritize emails, draft responses, and manage communication with internal and external stakeholders.
- Organize and maintain electronic filing systems, ensuring easy retrieval of documents.
- Help plan and organize personal and business travel arrangements, including accommodations and itineraries.
- Maintain clients’ database
- Maintain the highest level of confidentiality with all sensitive information.
- Create presentations and reports, as assigned
2. Financial Tasks
- Assist in preparing and reviewing financial reports, budgets, and forecasts.
- Monitor and manage the CEO’s expenses, including processing reimbursements and tracking expenditures.
- Analyze financial data and create reports to support decision-making processes.
- Prepare materials for investor meetings, manage communication with investors, and support fundraising activities.
3. Real Estate Tasks
- Assist with the management of the company’s real estate portfolio, including leases, property maintenance, and tenant relations.
- Conduct market research and analysis to support real estate investment decisions.
- Support due diligence processes for real estate acquisitions and dispositions.
- Review and manage contracts related to real estate transactions, ensuring compliance and timely renewals.
4. Strategic Support
- Manage special projects and initiatives as assigned by the CEO.
- Assist in the development and implementation of the company’s strategic goals and objectives.
- Act as a liaison between the CEO and other executives, employees, remote team, and external stakeholders.
- Prepare and present reports on key business metrics, project status, and strategic initiatives.
- Create and manage LinkedIn ad campaigns, targeting specific demographics and professional groups relevant to finance and real estate.
- Promote high-value content through LinkedIn Sponsored Content to reach a broader audience.
Qualifications and Requirements:
- Proven work experience as an Executive Assistant or other relevant roles
- Experience working with Finance and Real Estate.
- Familiarity with current technologies, like desktop sharing, cloud services, and VoIP (GSuite, Microsoft Office Suite, Zoom, Slack, Asana, Notion, etc.)
- Proficiency in office software (e.g., Microsoft Office and Google Workspace).
- Excellent organizational and time-management abilities.
- Strong written and verbal communication skills.
- Knowledge of online calendars and scheduling (e.g. Google Calendar)
- Excellent phone, email, and instant messaging communication skills
- Experience with basic social media management
- Experience with basic digital marketing and content creation
- Experience with client-facing tasks and handling phone calls
- Invoicing system
- Help with accounting and appointment setting
- Managing inbox and website and inquiries
- CANVA proposals
- Ability to manage multiple tasks and prioritize effectively.
- Discretion and confidentiality in handling sensitive information.
