Administrative/Personal Assistant

THE RESPONSIBILITIES: • Manage executives’ calendars, email correspondence, appointments, and daily priorities. • Ability to manage competing priorities, exercise sound judgment, and meet deadlines with minimal supervision. • Coordinate business and personal travel, including flights, accommodations, ground transportation, reservations, and detailed itineraries. • Oversee logistics for meetings, events, and special functions, including conference-room reservations, catering, registrations, document preparation, and follow-up.

• Proactively anticipate executives’ business and personal needs and prepare necessary materials, information, and logistics in advance. • Serve as a primary point of contact between executives and internal teams, clients, investors, professional advisors, vendors, and external partners. • Process subscription agreements, capital-call requests, distributions, DocuSign transactions, charitable contributions, and related documentation.

• Prepare year-end personal financial statements and coordinate documentation and deadlines with accountant. • Manage personal bills and recurring payments, including reviewing invoices, and obtaining approvals. • Assist with personal financial organization, expense tracking, credit-card and bank-record organization, reimbursements, and recordkeeping for personal properties and household expenses.

• Organize personal and household files, including insurance documents, property records, vehicle records, and other important documentation in OneDrive. • Research and coordinate personal appointments, reservations, purchases, deliveries, household services, repairs, and other day-to-day needs. • Liaise with property managers for rental properties and other service professionals regarding personal residences and properties.

• Assist with personal correspondence, charitable activities, gifts, special occasions and other personal requests. • Provide backup administrative support to reception and other admins, including answering and directing telephone calls, greeting visitors, and sorting and distributing mail and deliveries. • Maintain detailed task lists and follow-up systems to ensure that both business and personal matters are handled accurately and on time.

• Perform other administrative duties, personal tasks, and ad hoc requests as assigned. EXPERIENCE: • Bachelor’s Degree • Work experience as an Executive Assistant, Personal Assistant, or similar role • Commercial Real Estate Experience is beneficial or desire to learn commercial real estate • 3 Years of high-level administrative experience in fast paced environment • Experience with Microsoft Office Suite • Current Texas Notary Public commission or willingness to obtain one.

• Strong organizational, time management, multitasking skills and ability to meet deadlines • Proactive, self-motivated, high flexibility, adaptability and multi-task oriented with the drive to complete tasks with a high standard of excellence • Excellent written and verbal communication and interpersonal skills. • Discretion and confidentiality