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Administrative Assistant to CEO, Capital Markets and Market Research

Salary
Competitive
Employment
Internship
Work Place
Office
Real Estate Field
Location
Durham
 NC
Postal Code
27713
Country
United States

This job is no longer active.

Description


ROLE:

To provide executive administrative support to the CEO, President and related administrative support to the Capital Markets (CM) & Market Research (MR) Teams.

 

ADMINISTRATIVE SUPPORT TO CEO AND PRESIDENT

  • Administrative Assistant to the CEO & the President of the Company in a variety of administrative & clerical responsibilities.
  • Maintain personal calendar for appointments, meetings, and requested scheduled items. May be asked to run personal errands from time to time.
  • Assist in travel arrangements for the CEO and the President and within the Capital Markets & Market Research Teams when requested.
  • Assist Capital Markets & Market Research Teams with assigned tasks.
  • Represent the Company to a wide variety of outside investors, vendors and other professionals.
  • Assist the President with creating the agenda for weekly Investment Committee & Capital Markets Team meetings; take notes during the meetings.
  • Processing emails & voicemail (CEO)
  • Miscellaneous duties (CEO)

 

PRIMARY DUTIES/RESPONSIBILITIES FOR CAPITAL MARKETS

 

Capital Raises

  • Coordinate the circulation of marketing materials for all pending capital raising initiatives with CM and Marketing.
  • Work directly with CM to track investor interest via Salesforce.  Ensure the information is fully captured and reflected.

 

Salesforce

  • Input all Salesforce related items into the system. Working closely with CM.
  • Assemble Salesforce tracking reports, confirm information is captured timely and completely.
  • Make periodic adjustments to the Salesforce platform to accommodate the changing internal needs of the leadership team.

 

Investor Documents

  • Replicate the approved legal documents for external distribution.
  • Distribute all legal documents and wire instructions to external parties using Salesforce/Juniper Square.
  • Track all investor documents and confirm that all legal documents are fully executed prior to closing. Save to correct internal folders.
  • Once executed, upload Operating Agreement, Subscription Agreement and W-9 to Juniper Square investor account.

 

Annual Investor Meeting

  • Work closely with IR/CM to schedule, plan, communicate and execute the annual investor meeting in late February/ early March.

PRIMARY DUTIES/RESPONSIBILITIES FOR MARKET RESEARCH

 

  • Maintain an Excel database of real estate transactions with information from a variety of sources including CoStar.
  • Prepare slides in PowerPoint for weekly Acquisitions meeting.
  • Update the Acquisitions Dashboard in Microsoft Word monthly.
  • Update the Quarterly Absorption Analysis Excel document with data from CoStar.

 

EDUCATION AND EXPERIENCE REQUIREMENTS:

 

  • A college degree is preferred.
  • Minimum 5 years’ experience as Executive Assistant is preferred.
  • Experience in Capital Markets/Investor Relations administration is valuable.

 

Skills Required

  • Close attention to detail; verification of information; completion of assigned tasks .
  • Effective communications skills (written and verbal).
  • Demonstrated ability to organize tasks, solve problems and work effectively with others.
  • Very proficient in the Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Professional level grammar and manners.
  • Managing databases and personal networks.
  • Taking meeting notes and ensuring executive is adequately prepared for meetings.

 

Competencies

  • Able to maintain information in strictest confidence.
  • Personally organized; effectively manages checklists, schedules & task completion.
  • Self-confident, seeks opportunities to assist Teammates when not busy.
  • Maintains effective organization of multiple tasks.
  • Optimistic.
  • Proactive.
  • Listens effectively.
  • Assures completion of assigned tasks.
  • Works effectively with a variety of personalities.
  • Maintains an emotionally mature demeanor.

 

PHYSICAL REQUIREMENTS:

 

  • See: View CRT Screens, Mobile Phone Screens, Color Perception.
  • Hearing/Listening: Clear Speech.
  • Touching/Dexterity: Walk; Bend; Reach; Finger. Lifting - 25 pounds. Sit/Stand.
  • Mental/Reasoning Requirements: Reading-Simple; Writing-Simple; Clerical; Basic Math Skills; Analysis/Comprehension; Judgment/Decision Making.
  • Driving

 

BACKGROUND:

Background check, drug test required. Minimum of Five years’ executive level assistant experience preferred.  Our company uses E-Verify. Valid driver license and reliable transportation.

BENEFITS:

Employee Health, Dental, Vision Insurance, Employer Matched 401(k) – after waiting period.  Short-term and Long-Term Disability Insurance, Life Insurance, Earned (accrued) vacation and sick time, 9 holidays in 2021 calendar year. Dependent coverages available.  Additional benefits available.

RESUME IS REQUIRED.

 
 

Experience


5+ to 7 years


This job is no longer active.

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