Executive Assistant (Project Manager w/CRM Experience Needed)

ZipRecruiter; Los Angeles (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading financial products consultant in commercial real estate seeks an Executive Assistant to support the executive team. The role involves managing communications, scheduling meetings, and assisting in sales activities. Ideal candidates will have extensive experience in executive-level support and familiarity with CRM systems, ensuring efficient operations in a fast-paced environment.

Qualifications

• 5+ years of experience in executive support.
• Experience with CRM software.
• Proficiency in Microsoft Office.

Responsibilities

• Manage and respond to emails on behalf of the executive.
• Schedule meetings and travel arrangements.
• Assist with sales calls and client meetings.

Skills

Strong communication skills

Interpersonal skills

Ability to work independently

Tools

Salesforce

Hubspot

Microsoft Office

Job description

Job DescriptionJob Description

AST Defeasance and Rate Cap Advisors is a leading commercial real estate financial products consultant. Since opening in 2006, AST has rapidly grown to become the largest consultant on defeasance and derivative transactions, hired by thousands of the largest real estate owners in the country annually. Our sales team has closed more than 25,000 transactions totaling in excess of $100 billion. No other company can combine ingenuity, know-how and customer service like AST.

Job Description

• Manage and respond to emails on behalf of the executive
• Provide phone support, including screening and directing calls
• Work on projects pertaining to customer updates within the CRM system
• Schedule meetings, appointments, and travel arrangements
• Assist with sales calls, including notetaking, follow-ups, and scheduling client meetings
• Prepare reports, presentations, and other business documents
• Handle confidential information with discretion
• Perform other administrative duties as assigned

Qualifications

• Minimum of five years of experience within an executive level support role
• Experience with a CRM software like Salesforce and/or Hubspot
• Strong communication and interpersonal skills, particularly in a client-facing capacity
• Experience handling sales calls or supporting sales teams is a plus
• Proficiency in Microsoft Office and other relevant business software
• Ability to work independently and efficiently in a small office environment

Additional Information

Compensation: $65-85K