Financial Executive Assistant

$60,000 - $60,000/Yr

Ilan Investments - Houston, TX

Full-time - Mid Level

Houston, TX

Real Estate

About the position

The Financial Executive Assistant at Ilan Investments will play a pivotal role in supporting the executive team by managing a variety of financial reports and conducting detailed analyses. This position is essential for ensuring the smooth operation of administrative tasks across multiple companies. The ideal candidate will possess a robust foundation in finance and accounting, demonstrating the ability to handle confidential information with discretion and professionalism. The role requires a proactive individual who can manage high-level administrative support, including calendar management, meeting scheduling, and report preparation, all while maintaining a focus on the financial aspects of the business. In addition to administrative duties, the Financial Executive Assistant will assist in the preparation of critical financial documents such as budgets, forecasts, and financial statements. The candidate will conduct thorough financial analyses and provide insights that support executive decision-making processes. Coordination and management of special projects related to finance, accounting, and real estate will also be a key responsibility. The role involves preparing and managing correspondence, presentations, and reports that pertain to financial and real estate matters, ensuring that all communications are clear and professional. The Financial Executive Assistant will serve as a liaison between internal departments and external stakeholders, including vendors, clients, and financial institutions. Maintaining confidentiality and handling sensitive information with the utmost discretion is paramount. The candidate will also assist in coordinating real estate transactions, property management tasks, and related documentation, as well as managing travel arrangements and expense reports as required. This position is designed for someone who thrives in a fast-paced environment and is capable of prioritizing tasks effectively while meeting deadlines.

Responsibilities

• Provide high-level administrative support to executives, including managing calendars, scheduling meetings, and preparing reports.
• Assist in the preparation of financial documents, including budgets, forecasts, and financial statements.
• Conduct detailed financial analysis and provide insights to support executive decision-making.
• Coordinate and manage special projects related to finance, accounting, and real estate.
• Prepare and manage correspondence, presentations, and reports related to financial and real estate matters.
• Liaise with internal departments and external stakeholders, including vendors, clients, and financial institutions.
• Maintain confidentiality and handle sensitive information with the utmost discretion.
• Assist in coordinating real estate transactions, property management tasks, and related documentation.
• Manage travel arrangements, expense reports, and other administrative tasks as required.

Requirements

• 5+ years of experience as an Executive Assistant or similar, with a focus on finance and accounting.
• Bachelor's degree in Finance, Accounting, Business Administration, or related field experience preferred.
• Strong knowledge of financial principles, accounting practices, and financial reporting.
• Experience in the real estate industry or property management is highly preferred.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and financial software.
• Exceptional organizational skills with a keen eye for detail.
• Excellent written and verbal communication skills.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Strong problem-solving skills and the ability to think strategically.

Nice-to-haves

• Experience in real estate or investments is preferred.