Executive Assistant
Transwestern Investment Group is a real estate investment adviser with $4.6 billion of assets under management as of year-end 2019.
Part of the Transwestern companies, the firm serves a broad range of clients through a diversified array of discretionary and non-discretionary investment vehicles.
Our firm's award-winning culture and reputation for exceptional service are built on a common purpose Empowering Good People to do Extraordinary Things Together.
This unique approach, reinforced by the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence, create value for our team members and clients every day.
The Executive Assistant is responsible for assisting Transwestern Investment Group with their corporate goals and in a manner that helps maximize the efficiency of the group and the value of the assigned properties.
The Executive Assistant supports executive leadership with daily administrative duties and completes a broad variety of high-level administrative tasks that include but are not limited to managing an active calendar of appointment, completing expense reports, composing, and preparing correspondences, arranging complex and detailed travel plans, itineraries, agendas, and office management.
ESSENTIAL JOB FUCNTIONS :
Develop and maintain a detailed project schedule which includes administrative tasks and all sites involved in the project.
Prepare development deal proposals for finance committee. Track all deal proposals.
Maintain departmental filing and tracking systems. Includes establishing files for all written / email correspondence, project work, and reports as necessary.
Schedule and organize meetings, conference calls and appointments. Prepare items in relation to meetings, including but not limited to, creation and assembly of documents for distribution, coordination of site reservation, food orders, attendance confirmations, and interacting with attendees to address questions or issues on event.
Coordinate travel arrangements including air reservations, scheduling options, hotel reservations, and car rental reservations.
Develop travel itineraries to correspond with current schedules.
Assist in the completion and processing of expense forms for assigned staff.
Produce monthly reports for internal and external clients, based on area of business.
Coordinate with IT on any needs / maintenance for AV / conference room equipment.
Manage periodic mass mail outs among administrative team.
Establish and supervise tracking and purchasing of supplies (including kitchen) procedures. Manage relationships, bidding, and payment of office vendors and contracts.
Assist with organizing company-sponsored real estate license continuing education and tracking license renewal process for broker as requested.
Assist teams with monitoring the deal pipelines and deal activity in XRM or other databases as assigned.
Complete administrative tasks including expense reports, pipeline entries, deal sheets, invoices, XRM reports, meeting requests and reports, calendar maintenance, org charts, maps and similar items as requested.
Suggest and implement hospitality standards for guest arrival, meetings, lobby experience.
Assist with the completion of new hire paperwork to Human Resources department.
Participate and assist with Human Resources Initiates.
Compile moderately complex documents and information for necessary reports, informational packages and / or presentation materials.
Assists Transwestern executives with other projects, when requested.
POSITION REQUIREMENTS :
A bachelor's degree in Business Management, Finance, Accounting or Communication / Management related discipline.
Must have 3-4 years prior office experience, with 3+ years' experience in supporting an executive-level professional.
Must have advanced MS 365 Word, Outlook, Excel, and PowerPoint skills.
Must be willing to provide World Class customer service to internal and external clients.
Demonstrate strong analytical capabilities.
Must have good interpersonal skills to communicate with a wide variety of people in different business capacities in person, over the phone, and in writing.
Excellent proofreading and editing skills.
Must be pro-active, problem-solver, ability to influence, motivate, forward-thinking, manage priorities and workflow and reliable.
Must possess leadership qualities and work well in a team environment.
Committed to a high level of professionalism and ethical standards in a diverse workplace.
Ability to maintain discretion regarding personnel and industry-related matters.
WORK SHIFT
LOCATION
Dallas, TX
We Are Transwestern!
Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member.
We embrace diversity, equity and inclusion not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone.
Transwestern offers an exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(K) plan.
Transwestern is an Equal Opportunity Employer.
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