Executive Assistant to the President of Financial Services

3 weeks ago

St Augustine, United States DLP Capital Full time

We are seeking a dynamic and experienced Executive Assistant to provide high-level administrative support to the President of Financial Services. This is a unique opportunity to work closely with a senior executive in a fast-paced and challenging environment. The ideal candidate will have excellent communication skills, a proactive approach to tasks, and the ability to handle a high level of confidentiality and discretion. Key responsibilities include managing the executives' daily calendar, scheduling meetings, confirming appointments, writing itineraries, and arranging transportation and travel as applicable.


What you have already achieved: (Requirements)

  • 5+ years experience with supporting a C Suite Executive in the private equity industry (commercial real estate preferred)
  • Experience with utilizing data reporting in software such as POWER BI
  • Ability to successfully navigate multiple priorities
  • Positive attitude and ability to work at a fast pace
  • Proven ability to interact effectively with HNW clients, colleagues and senior leadership
  • Excellent time and priority management skills
  • Technology savvy and proficient in google office and HubSpot (preferred)


What you are great at: (Responsibilities)

  • Manage and coordinate the President of Financial Services' calendar, including scheduling meetings, appointments, and travel arrangements.
  • Prepare and edit correspondence, presentations, and reports for the executive.
  • Screen and prioritize incoming communications, including phone calls, emails, and mail.
  • Coordinate and facilitate communication between the executive and internal and external stakeholders.
  • Assist with special projects and initiatives as assigned by the executive.
  • Anticipate the needs of the executive and proactively address any issues or challenges that may arise within the office.
  • Become an EES Tools expert.
  • Handle sensitive and confidential information with the utmost discretion.


What you're motivated by:

  • A fast pace. We’ve grown exponentially and new team members continue to join our DLP family.
  • ​A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
  • Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from.
  • A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of “Leaders made here” at DLP, focused on developing and growing leaders.


Our Mission:

At DLP Capital, we are committed to making an impact - whether it's through acquiring and developing real estate, building relationships, or empowering our clients with the tools they need to achieve their dreams. We deliver a suite of services including lending, investment funds management, and loan servicing in addition to an exclusive membership platform focused on scaling businesses and preserving wealth. We are proud to have been named on multiple Best Places to Work lists for more than six years, and have remained on the Inc. 5000 list of fastest-growing companies for 10 consecutive years.


Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.


Equal Opportunity Employer:

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.

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