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Executive Assistant

  • Source: Workday
  • Axcess Financial Services Inc
  • On-site
  • Cincinnati
  • Full-Time
  • Mid level

Job Description

Job Description:

Position Summary

The Executive Assistant will serve as a key administrative partner and trusted gatekeeper for the Leadership team with additional office management duties as required. This role requires exceptional organizational skills, a high level of discretion, and the ability to manage a dynamic workload with competing priorities. Prior experience in real estate, private investment, or high-net-worth environments is strongly preferred.

Key Responsibilities

  • Provide high-level administrative support to Principal(s) and senior management
  • Manage complex calendars, schedule meetings, and coordinate travel arrangements (domestic and international)
  • Prepare, edit, and proofread correspondence, investment reports, and presentations
  • Support real estate transactions, including tracking deadlines, coordinating closings, and managing key documentation
  • Liaise with external stakeholders (attorneys, brokers, property managers, consultants) on behalf of the office
  • Maintain organized records of property holdings, contracts, and investment documentation
  • Assist with personal matters, event planning, and household coordination as needed
  • Handle confidential information with the utmost discretion
  • Ensure office operations run smoothly; coordinate vendors and office supplies as necessary

Qualifications

  • 5+ years of experience in an Executive Assistant or Chief of Staff capacity, ideally within real estate, finance, or family office settings
  • Bachelor’s degree preferred
  • Strong knowledge of real estate terminology and transaction processes a plus
  • Proficiency in Microsoft Office Suite; familiarity with project management or CRM tools a bonus
  • Impeccable organizational and multitasking abilities
  • High level of professionalism and discretion
  • Excellent written and verbal communication skills
  • Self-starter mindset with a proactive, solution-oriented approach

Skills

  • workday
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