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Executive Assistant to the CFO
$98k-150k (estimate)
Full Time 5 Months Ago
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Caliber The Wealth Development Company is Hiring an Executive Assistant to the CFO Near Scottsdale, AZ

Caliber is seeking a full-time Executive Assistant to the CFO to join our team in Scottsdale, AZ.

This position is required to work on-site at our office in Scottsdale, AZ.

The Executive Assistant is responsible to provide a high level of administrative support and personal assistance to the CFO. This person will coordinate, manage, and keep the executive team member on track with scheduling, projects, and commitments. This individual works well with limited information, is a self-starter, and can take ownership of projects by utilizing their strong time management skills. This individual consistently exhibits a high level of confidentiality and the ability to work with all areas and personalities within our organization.

Primary Responsibilities:

  • Provides the full range of executive/administrative support to the Chief Financial Officer.
  • Maintains executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel; arrange and co-ordinate meetings and events.
  • Assists in overseeing project timelines/deadlines, keeping all parties on track & reporting respective statuses.
  • Conserve executive's time by reading, researching, preparing, editing, and sending correspondence; drafting e-mails, letters, documents, communications and presentations; collecting and analyzing information; monitoring, screening, responding to and distributing incoming communications (phone calls, emails, business-related correspondence and documents).
  • Receive and interact with incoming visitors, internal & external clients.
  • Run business related and personal errands (must have valid driver’s license, insurance, and reliable transportation).
  • Record, transcribe and distribute minutes of meetings.
  • Prepares reports by collecting and analyzing information.
  • Provide valuable and thoughtful contributions/feedback on important matters and topics.
  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
  • Contribute to team effort by accomplishing related results as needed.
  • Review & summarize documents for Executive member to review.
  • May occasionally assist the front desk team with answering phones and other duties as needed
  • All other duties as assigned

Qualifications:

  • Associate’s or bachelor’s degree preferred.
  • 3 years of experience supporting high level C-Suite executive or combination of administrative and executive level support.
  • Basic understanding of Accounting or Financial industry is a plus.
  • Valid Driver’s License proof of insurance required upon hire.
  • Reliable transportation.

Knowledge/Skills/Abilities:

  • Ability to maintain calm in a fast-paced environment under deadline pressure, and able to adapt to processes and deal with ambiguity.
  • Excellent planning, organization and time management skills including the ability to support and prioritize multiple projects.
  • Clear, effective oral and written communication skills are required.
  • Technically savvy with the ability to manage multiple web and desktop software programs, databases, and inboxes.
  • Analytical thinker with excellent problem-solving skills and the ability to adapt to changing priorities and deadlines.
  • Ability to listen, think openly and creatively while providing valued feedback and input.
  • Customer-focused attitude, with high level of professionalism (including attire & appearance).
  • Ability to handle confidential information with the highest discretion.
  • Proficient in Microsoft Office (Outlook, Word, Excel & SharePoint).
  • Ability to speak multiple languages a plus but not required

Physical Demands:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors and vendors. Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery such as a copy machine and printer. Occasionally moves items up to 50 lbs. for various projects.

What are Caliber’s Core Principles?

Accountability: I take ownership of myself and my role at Caliber by keeping my commitments to colleagues and customers; by creating solutions when I see problems; and by managing my time and priorities to achieve our highest desired outcomes.

Respect: I am courteous, kind, and professional with those I encounter, while understanding others may not always see a circumstance from my perspective.

Transparency: I share information freely with others; I acknowledge my mistakes; and I build trust with others by being open and authentic.

Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities (“EEO”) to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law. 

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Job Summary

JOB TYPE

Full Time

SALARY

$98k-150k (estimate)

POST DATE

11/16/2022

EXPIRATION DATE

01/21/2023

WEBSITE

caliberco.com

HEADQUARTERS

SCOTTSDALE, AZ

SIZE

50 - 100

FOUNDED

2009

TYPE

Investment Company

CEO

CHRIS LOEFFLER

REVENUE

$50M - $200M

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About Caliber The Wealth Development Company

Caliber provides investment management and financial support services for the real estate sector.

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