Executive Assistant to CEO
BKM Capital Partners · Newport Beach, CA · Yesterday
On-siteAdministrativeFull-time
Job Essentials
- Executive Partnership, Anticipation and Follow-Through
- Serve as a trusted extension of the CEO and CFO
- Develop a deep understanding of priorities, preferences, communication styles, and business objectives
- Anticipate upcoming needs, risks, decisions, and required materials
- Plan several steps ahead and proactively address issues
- Take ownership of executive action items and deliverables
- Document commitments, assign or confirm responsible parties, establish timelines, and drive follow-through to completion
- Maintain a comprehensive view of executive priorities, deadlines, meetings, travel, and strategic initiatives
- Prepare the CEO and CFO for meetings and decisions
- Identify opportunities to improve executive workflows, communication, organization, and decision-making
- Calendar and Schedule Management
- Manage highly complex and fluid calendars for the CEO and CFO
- Prioritize appointments, meetings, conferences, and engagements based on business objectives, urgency, and executive preferences
- Anticipate and resolve scheduling conflicts proactively
- Ensure commitments are followed, respected, and adjusted when business priorities change
- Prepare detailed travel itineraries and monitor travel plans for any changes or delays
- Communication and Correspondence
- Communicate directly with management team and staff on matters related to the executive leader’s initiatives
- Serve as the primary point of contact for internal and external communications with the office of the CEO
- Manage the CEO’s inbox, including responding to messages, drafting emails, organizing the inbox, and highlighting priority emails
- Draft and prepare correspondence, presentations, and reports for executive meetings and other purposes
- Act as a liaison between the CEO and internal/external contacts as necessary
- Project Management, Support and Coordination
- Assist with planning and coordinating investor events or meetings
- Execute special projects and initiatives with skillful oversight and support
- Support the Executive Leadership Team in ad-hoc special projects, including overseeing the creation of pitch decks and presentations
- Proactively anticipate and track critical dates, events, milestones, dependencies, and deadlines
- Prioritize competing needs, respond with urgency and sound judgment, and follow through on projects and commitments to successful completion
- Bachelor's degree strongly preferred
- Five to ten years of progressive experience supporting C-suite executives, preferably including direct support to a CEO and/or CFO in commercial real estate, investment management, finance, legal, or another fast-paced professional environment
- Intermediate knowledge of Adobe Creative Suite (InDesign, Illustrator, Photoshop, Acrobat Pro)
- Working knowledge of MS Office (Word, Excel, PowerPoint, Visio)
- Advanced proficiency in Microsoft Outlook calendaring, including complex scheduling across multiple executives and stakeholders