Demo

Executive Assistant

LERETA, LLC
Pomona, CA Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 5/14/2025

The Executive Assistant plays a pivotal role in supporting senior executives at LERETA, LLC, ensuring seamless daily operations within the mortgage tax and flood services environment. This position requires exceptional organizational skills, attention to detail, and discretion when handling confidential information.

Key Responsibilities:

  • Manage executive calendars, schedule meetings, and arrange travel.
  • Prepare reports, presentations, and documentation related to real estate services industry, regulatory compliance, and business operations.
  • Act as liaison between executive team and internal/external stakeholders.
  • Handle confidential financial and operational documents with discretion.
  • Assist in preparing executive-level communications, emails, and correspondence.
  • Assist with special projects and administrative tasks as needed.
  • Track and follow up on key action items and deadlines for mortgage projects.
  • Coordinate industry events, conferences, and executive meetings.
  • Conduct research on industry trends, regulatory changes, and competitor analysis.
  • Assist with expense reporting and invoice processing.

This position will perform other duties as assigned based on departmental needs.

Core Competencies

  • Prioritize and manage multiple tasks efficiently.
  • Excellent organizational and time management skills.
  • Strong attention to detail and accuracy.
  • Meet tight deadlines in fast-paced environments.
  • Strong written and verbal communication skills.
  • Professional and diplomatic interaction with executives, clients, and stakeholders.
  • Handle sensitive and confidential information with discretion.

Required Education & Experience

  • Bachelor's degree in Business Administration, Finance, or related field (preferred).
  • 3 years of experience as an Executive Assistant, preferably in mortgage, banking, or financial services industry.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Excellent verbal and written communication skills.
  • Multitasking, prioritization, and work under tight deadlines.
  • High level of discretion and professionalism in handling confidential information.

Preferred Education & Experience

  • Experience supporting C-level executives in mortgage or banking industry.

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