Executive Assistant and Office Manager

Executive Assistant/Office Manager

Location: Preston Center

Status: Full-Time, In Office

Cavallo Holdings is a startup family office that will be seeded with assets across commercial real estate, private equity & public equities. We are a flat organization that operates with a startup mindset.

Overview:

We are seeking a highly organized, tech-savvy, and proactive individual to support senior leadership while overseeing day-to-day office operations. This role is ideal for someone who enjoys wearing many hats—providing high-level executive support, maintaining a well-run office environment, and managing key administrative technologies, especially Microsoft Office 365. The role will also provide support for light accounting, treasury functions, and bookkeeping.

Key Responsibilities:

Office Management (40%)

• Oversee daily office operations, creating a productive and welcoming environment
• Manage vendor relationships (cleaning services, IT support, maintenance, etc.)
• Maintain inventory of office supplies and ensure equipment is functional
• Coordinate travel, team meetings, and internal events
• High Level Administering and troubleshooting Office 365 (Outlook, Email, etc.)
• Keep the workspace clean, organized, and aligned with our energetic culture

Executive Support & Office 365 Administration (40%)

• Provide high-level administrative support to executives (calendar, scheduling, communication)
• Maintain confidentiality and exercise sound judgment in all executive matters

Light Treasury Duties (20%)

• Track expenses and assist with invoice processing and basic bookkeeping
• Support monthly reconciliations and maintain organized financial documentation
• Help prepare reports or summaries for internal financial reviews
• Collaborate with the finance team to ensure timely and accurate records

Qualifications

• Bachelor’s degree or equivalent experience; background in accounting, finance, or business admin preferred
• 4 years in an EA, office manager, or administrative role
• Familiarity with accounting basics (bookkeeping, invoicing, reconciliations)
• Proficiency in Microsoft Office 365 (Excel, Outlook, Teams, SharePoint); power users encouraged
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Tech-savvy and confident troubleshooting basic IT issues
• Positive, can-do attitude and a passion for making things run smoothly

Nice-to-Haves

• Experience with accounting software (QuickBooks, Xero, etc.)
• Familiarity with tools like Asana, Trello, or other project management systems
• Prior experience in a startup or high-growth company

Job Type: Full-time

Pay: $60,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $60,000 - $85,000