Executive Assistant, Investment Funds

3 weeks ago

St Augustine, United States DLP Capital Full time

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, ideally within the Financial Services industry
  • Ability to successfully navigate multiple priorities within a dynamic environment
  • Positive attitude and ability to work at a fast pace
  • Proven ability to interact effectively with sophisticated clients, colleagues and senior leadership
  • Excellent time and priority management skills
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.
  • Streamline internal communications.
  • Keep meetings on track and record notes, to-dos, and action items.
  • Coordinate travel schedules.
  • Manage executive calendars, schedule meetings, coordinate meeting technologies.
  • Anticipate the needs of the Executives and be proactive in providing support.
What you're motivated by:
  • Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact.
  • Challenges. You see roadblocks as opportunities and are proactive in finding solutions.
  • Growth. We've been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for eleven consecutive years.
Who We Are

What We Do In One Sentence:

We finance the building of Thriving Communities.

Our Mission:

We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing.

Our Purpose:

To passionately make an extraordinary impact by transforming lives and building Thriving Communities.

Our Big, Hairy, Audacious Goal (BHAG):

To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America's 100 largest private companies.

Our Culture:
  • We work hard, marching towards ambitious goals driven by a purpose that's bigger than ourselves.
  • We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners.
  • We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
  • We strive to Live Fully, finding fulfillment in all areas of our lives.

Our Core Values:

Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.

Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance. . We are intentional with our time, integrating the 8fs of our life to achieve our goals & God's goals.

Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.

Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.

Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.

Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.

Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God's likeness. The world will know God more through our work and how we do it.

Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.

Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers .

Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder's mentality, with team members regularly asking "What else can I do to achieve the desired results?"

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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