Jobs · Administrative · California

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

    Qualifiers

    • 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

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