Executive Assistant, Investment Funds

3 weeks ago

Saint Augustine, United States DLP Capital Full time
Job DescriptionJob Description

This individual will serve as an Executive Assistant on our Investment Funds team. The primary responsibility is to organize executives' communications, ensuring easy access to crucial information without the need to sift through low-priority items. The role involves screening all visitors, determining their level of support needs, and providing polite and professional service. Key responsibilities include managing the executives' daily calendar, scheduling meetings, confirming appointments, writing itineraries, and arranging transportation and travel as applicable. Additionally, the role entails training other administrative staff on company policies and best practices.

What you have already achieved: (Requirements)

  • 2+ years experience in supporting an executive with administrative tasks
  • Ability to successfully navigate multiple priorities
  • Positive attitude and ability to work at a fast pace
  • Proven ability to interact effectively with clients, colleagues and senior leadership
  • Excellent time and priority management skills
  • Experience in a professional setting, financial services is a plus

What you are great at: (Responsibilities)

  • Assist Events Planner with Capital Events (i.e. Dinners, Inner Circle Retreats)
  • Immediately update CRM/supporting technology as new data becomes available (Zoho, Flow of Capital, Investor Status, Investor Files, Inner Circle, Capital Raised, Points Leaderboard)
  • Answer all incoming Capital calls; if voicemail respond by end of the business day
  • Coordinate and execute sending of all investor/partner correspondence and all holiday/milestone gifts
  • Coordinate conference and other special event follow up (cards written/signed by team, contact marketing materials, etc.)
  • Assist with Process Improvement Initiatives
  • Email review and screening for top priorities
  • Streamline internal communications
  • Keep meetings on track and record notes, to-dos, and action items
  • Create accountability to complete to-dos
  • Implement and develop processes
  • Coordinate travel schedules
  • Manage executive calendars, schedule meetings, coordinate meeting technologies
  • Scribe meeting notes manage to-dos & action items. Both online via transaction tools and off the loan as well.
  • Anticipate the needs of the Executives & be proactive in providing support

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.

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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