Executive Assistant

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume and is the #1* Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.

At Greystone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.

Greystone is seeking an experienced, highly organized Executive Assistant to support a senior executive who leads one of the firm’s multifamily and healthcare lending platforms, with 120 team members. This is a high-trust role that blends executive business support with personal assistance in an approximately 50/50 split. The ideal candidate treats the work as a craft — proactive, discreet, and equally comfortable navigating complex business priorities and personal or family logistics, while also being a warm, visible presence for the broader team.

Primary Responsibilities

• Manage a complex, frequently shifting calendar spanning business, personal, and family commitments; serve as a thoughtful and confident gatekeeper who protects the executive’s time and prioritizes competing demands.
• Prepare the executive for meetings (background materials, agendas, follow-up items); attend select meetings to take notes and track action items to completion.
• Coordinate business and personal travel, meetings, and event logistics, including preparing materials and agendas and tracking follow-up items.
• Manage inbox and draft correspondence, presentations, and reports on the executive’s behalf; prioritize and categorize emails, ensure timely follow-up.
• Process business and personal expenses, invoices, and approvals; handle insurance submissions and other personal forms.
• Support ongoing projects and special business initiatives, by tracking deadlines, next steps, and responsible parties.
• Produce the Origination Podcast (recording, editing, publishing) and manage Salesforce reporting.
• Communicate weekly platform updates to leadership (CEO, chiefs of staff) and maintain a shared project tracker (e.g., Microsoft Planner).
• Coordinate platform events with Marketing team, plus organize occasional ad-hoc local events.
• Support onboarding logistics for new hires.
• Serve as a warm, visible presence on the floor — helping new employees settle in, building relationships, and surfacing morale or dynamics worth knowing about.
• Handle sensitive business and personal information with discretion and take ownership of ad hoc projects as they arise.

Requirements

• 5+ years as an Executive Assistant, Personal Assistant, or comparable role, including experience supporting a senior executive or demanding principal.
• Willingness to support both business and personal matters in an approximately 50/50 split.
• Strong employment history reflecting reliability and longevity, with a proven track record of following through quickly and flagging issues before they become problems.
• Exceptional organization, time management, and judgment — sound instincts for discretion, priorities, and calm execution under shifting plans.
• Excellent written and verbal communication skills, strong interpersonal instincts, and the ability to build relationships with individuals at all levels.
• Curious, warm, and process-minded —genuinely interested in the business, always looking for smarter ways to do the work, and comfortable turning a rough idea into a structured plan.
• Experience working in an organization that runs on EOS (Entrepreneurial Operating System) is a plus.
• Comfortable working independently, taking ownership from beginning to completion, and shifting between high-level business projects and practical personal re…