Executive Operations Assistant

Job Description

REQUIREMENTS

• Experience in executive support, operations, project coordination, or a similar role
• Strong organization and follow-through
• Excellent written communication skills
• Good judgment and the ability to prioritize
• Confidence working independently in a remote environment
• Discretion when handling confidential information
• Proficiency with Microsoft Office, Outlook, Teams, and related business tools
• Experience with Notion, CRM systems, project-management platforms, or AI productivity tools is a plus
• Interest in commercial real estate, valuation, professional services, or business operations is helpful

RESPONSIBILITIES

• Manage and organize the executive’s inbox
• Draft professional emails and follow-up messages
• Identify what needs attention, delegation, follow-up, or archiving
• Prepare a concise daily inbox and priority summary
• Manage the executive calendar and coordinate meetings
• Protect time for deep work, business development, appraisal review, and strategic priorities
• Prepare meeting notes, background information, and action items
• Track tasks, deadlines, delegated items, and waiting-on items
• Follow up with team members and outside contacts when needed
• Maintain CRM records and save contact information from emails and meetings
• Support client, prospect, referral source, and event follow-up
• Track appraisal inquiries, proposals, and pending opportunities
• Help coordinate internal priorities across project management, appraisers, marketing, and firm leadership
• Maintain simple dashboards, task lists, SOPs, and workflows in Notion or similar systems
• Identify recurring tasks that should be delegated, automated, or standardized
• Help the executive plan weekly priorities and stay focused on the highest-value work

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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