What are the responsibilities and job description for the Executive Assistant to CEO of Real Estate Investment Firm position at Lambent?
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
Salary : $90,000 - $150,000