Demo

Executive Assistant to the CFO

Investco
Gilbert, AZ Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 5/3/2025

Job Description

Job Description

At Investco, we are team of professionals who manage, direct, and grow a large portfolio of operating businesses and real estate assets including residential, commercial, industrial, and agricultural properties. We've been in business since 1983 with a laser focus on creating and building lasting value for generations. Come join our team!

POSITION SUMMARY

Our company is searching for an experienced, reliable, and results-oriented Executive Assistant. The EA will work directly with the CFO and will be responsible for performing a number of administrative duties. The ideal candidate is highly self-motivated, professional, and capable of managing their workload and prioritizing tasks in a fast-paced corporate environment. This is an excellent opportunity to join a growing company with competitive compensation.

ESSENTIAL JOB FUNCTIONS

  • Prepares and composes correspondence, reports, presentations, and other complex documents on behalf of the CFO.
  • Coordinates executive communications, including taking and screening calls, open and sorting mail, responding to emails, and interfacing with partners, employees and clients.
  • Coordinates complex calendar management and works collaboratively with other executive assistants across the organization. Proactively looks for ways to improve the weekly and monthly calendars.
  • Provides meeting support and coordination including agendas, materials, presentation prep, minutes (if needed) and follow up as necessary. Includes quarterly business meetings and other executive meetings and retreats.
  • Arranges detailed travel plans and itineraries and compiles documents for travel-related meetings - both business and personal.
  • Liaises between portfolio managers, development staff, corporate counsel and accounting regarding transactional documentation that requires CFO review / execution.
  • Reviews & approves PTO requests on behalf of the CFO.
  • Plans & schedules annual lender presentations. Assists and supports annual budget process.
  • Prepares monthly corporate credit card reconciliations and expense reimbursements for CFO.
  • Assists with and acts as the Arizona Office Coordinator to ensure office organization and productivity standards are met.
  • Maintains an organized filing system of paper and electronic documents.
  • Upholds a strict level of confidentiality and exercises discretion and independent judgement with respect to matters of significance for senior executives.
  • Proactively takes on projects and other duties as assigned, to add value and create efficiencies in the day-to-day operations for the CFO

EDUCATION, TRAINING AND / OR EXPERIENCE

  • Bachelor's Degree strongly preferred.
  • 5 years' experience as an Executive Assistant reporting directly to senior management within a fast-paced and dynamic organization.
  • Demonstrated competency in Microsoft Word, Excel and PowerPoint, with a growth mind-set to become proficient with company-specific programs and software.
  • Exceptional writing and editing skills with an emphasis on visually appealing formatting and presentation of information. Ability to explain concepts to a diverse group of people including senior executives, co-workers, outside partners and lenders.
  • A proactive planner with excellent attention to detail and strong project management skills simultaneously across multiple initiatives.
  • A self-directed, creative problem solver able to deliver results with minimal supervision in an unstructured environment.
  • Very strong interpersonal skills and the ability to build relationships with both internal and external stakeholders. Proven ability to work effectively with a variety of people to negotiate solutions and collaborate in a productive way.
  • Takes pride in delivering outstanding service to others in every interaction.
  • Knowledge of commercial real estate and financial terminology and understanding of real estate transactions preferred.
  • Current Notary license or ability to be licensed required.
  • Why Work for Us?

  • Health Insurance including Dental & Vision Insurance FSA
  • 401(k) Retirement Plan with Company Match
  • Competitive salary
  • Life Insurance
  • Long-term Disability Insurance
  • Paid Time Off and Holidays
  • Support employee development and professional organizational memberships
  • We encourage career growth
  • We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status, or any other legally protected status.

    Job Posted by ApplicantPro

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Executive Assistant to the CFO?

    Sign up to receive alerts about other jobs on the Executive Assistant to the CFO career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $83,024 - $108,206
    Income Estimation: 
    $104,454 - $145,059
    Income Estimation: 
    $83,024 - $108,206
    Income Estimation: 
    $104,454 - $145,059
    Income Estimation: 
    $67,221 - $87,895
    Income Estimation: 
    $75,086 - $98,695
    Income Estimation: 
    $75,086 - $98,695
    Income Estimation: 
    $83,024 - $108,206
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Investco

    Investco
    Hired Organization Address Sumner, WA Full Time
    Job Description Job Description At Investco, we are team of professionals who manage, direct, and grow a large portfolio...
    Investco
    Hired Organization Address Sumner, WA Full Time
    Job Description Job Description At Investco, we are team of professionals who manage, direct, and grow a large portfolio...

    Not the job you're looking for? Here are some other Executive Assistant to the CFO jobs in the Gilbert, AZ area that may be a better fit.

    Executive Assistant (Remote Part-time or Full-time)

    Boldly Premium Executive Assistants, Arizona, AZ

    AI Assistant is available now!

    Feel free to start your new journey!